CFP SDL Free Spirit Fund

 

The investment objective of the Fund is to seek to achieve real growth in capital and income over the long term. The Fund will invest mainly in a portfolio of UK equities listed on the LSE or quoted on AIM/ISDX and may also invest in other transferable securities, money market instruments, units and/or Shares in other collective investment schemes, deposits, warrants, cash and near cash.

Real growth means growth in excess of inflation, defined as the UK Consumer Price Index (CPI) +2% per annum on average and long term means over a minimum investment horizon of five years. It is likely that the portfolio will contain between 25 and 40 holdings when fully invested.

The Investment Adviser will adopt a focused approach to investing in the shares of those businesses with clear and sustainable competitive advantages that are difficult to replicate, thereby erecting a barrier to new entrants and generating superior returns on operating assets. In addition, these companies are likely to possess sound finances and experienced management teams focused on the creation of long term value for shareholders. The Investment Adviser will seek to invest in such companies at valuations which offer the potential for long term appreciation in income and capital value. If valuations are not deemed attractive, cash levels within the fund may rise until suitable investment opportunities are found. The Fund may also invest in derivatives and forward transactions (for efficient portfolio management purposes). The Fund may borrow and may enter into underwriting transactions in accordance with COLL.

 

IMPORTANT MATERIAL TO READ BEFORE YOU APPLY: 

Key Investor Information Document (KIID) General Income

Key Investor Information Document (KIID) General Accumulation

Supplementary Information Document (SID)

CFP SDL Free Spirit Fund Factsheet

 

Additional resources:

www.sanford-deland.com

Investment News

Fund Prices

Financial Statements

Prospectus

 

 

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  • Please read these CFP Terms & Conditions in conjunction with any application made.

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