The investment objective of the Alkerton Trust is to achieve a combination of income and long term capital growth. The portfolio will invest throughout the world and may include investments in ordinary shares, preference shares, convertibles, fixed interest securities, collective investment schemes, cash and money market instruments. The investment manager may at times choose to hold a high degree of fixed interest securities if it is believed that worldwide stockmarket conditions are not appropriate for longer term investments. There will be no emphasis placed on particular economic or industrial sectors. The investment manager will not be restricted in his choice of investment by industry, company size or geographical location.
Not Disclosed (Started: Jun 26, 2013)
Smith & Williamson Inv Mgmt Ltd
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25 Moorgate, London, EC2R 6AY, UK