Our investor services helpline0345 850 0255
The Company’s investment objective is to seek to achieve long term (at least 5 years) capital growth with some potential for income.
To achieve the investment objective, the Company’s investment policy is to invest principally (at least 80%) in a portfolio of global equities, and may also invest in other transferable securities, bonds (both corporate and government debt securities), collective investment schemes (“CIS”), warrants, money market instruments, cash, near cash and deposits. The Company may borrow and may enter into underwriting arrangements. It is the ACD’s intention that derivatives and forward currency transactions will only be used for the purposes of efficient portfolio management, including hedging, as defined by the Regulations.
The Company is actively managed and has, with the exception of the above noted minimum, no limit to which it can be invested in each sector or asset type, nor is there any particular geographic focus. The Portfolio Manager has full flexibility to adjust the proportion of the property of the Company depending on their view of market conditions and the assets which it believes are most likely to achieve the Company’s Investment objective. From time to time the liquidity of the Company may be increased substantially if judged to be in the interests of investors.
The Company may invest in CIS which have different investment strategies or restrictions than the Company, including the ability to invest in derivatives for investment purposes and to gain exposure to assets which are not expressly listed above. Investment in CIS will usually be limited to those which invest primarily in the assets listed above and without exception, CIS will only be held in so far as the rules permit the Company to gain exposure to the assets held by those CIS. A Glossary of Definitions which provides definitions to some of the technical language used on this website is available from www.carvetian.com/policies.
This does not constitute an offer for sale.
All the information contained within this website should be regarded as for information purposes only.
For further information please see our important information page.
