Objective

• The GROWTH FUND seeks to hold investments that will earn money and increase in value through a portfolio of PROJECTS comprising approximately 10% GOLD, 10% FOREX, 20% UK/EU stocks, 20% US stocks, 20 % EMERGING MARKETS and 20% TECH & innovation.
• The Fund gains exposure to Stocks and BONDS and other similar fixed income investments by investing more than 90% of its assets in SAVINGS UK LTD passive funds which track an index (“Related Schemes”). Direct INVESTMENTS in stocks and bonds and other similar fixed income investments may also be made.
• The Fund is actively managed in the sense that the Investment Advisor has discretion as to which Associated Schemes the Fund may INVEST in and the allocations allocated to them, each of which may change over time. The Investment Adviser manages the Fund through a pre-determined exposure to stocks and bonds (and other similar fixed income investments) as set out above.
• The MUTUAL FUND will invest in shares of both UK and non-UK companies including emerging markets i.e. countries which are progressing towards development, generally illustrated by some development in financial markets, the existence of some form of STOCK EXCHANGE and regulator, and to sterling and Bonds denominated in currencies other than sterling (including government bonds, index-linked bonds, and UK investment grade bonds). The UK will generally be one of the biggest national exposures for stocks and bonds.
• Except in extreme market, political, or similar events, where the Fund may temporarily dissociate from this investment policy, the FUND aims to remain fully invested and to hold minimal quantities of cash.