Common use of Investor Profile Clause in Contracts

Investor Profile. The Fund is suitable for retail and institutional investors seeking to gain a steadily growing income stream from a portfolio of mainly UK equities over the long term, but who appreciate that their capital will be at risk and that the value of their investment and any derived income may fall as well as rise.

Investor Profile. The Fund is suitable for retail and institutional investors seeking to gain a steadily growing income stream growth of capital from a portfolio of mainly UK equities securities issued by smaller companies, over the long term, but who appreciate that their capital will be at risk and that the value of their investment and any derived income may fall as well as rise.

Investor Profile. The Fund is suitable for retail and institutional investors seeking to gain a steadily growing income stream growth of capital from a portfolio of mainly UK equities diversified securities issued by companies which are out of favour, in difficulty or whose future prospects are not fully recognised by the market, over the long term, but who appreciate that their capital will be at risk and that the value of their investment and any derived income may fall as well as rise.

Investor Profile. The Fund is suitable for retail and institutional investors seeking to gain a steadily growing combination of income stream and growth of capital from a portfolio of mainly UK equities debt instruments issued by emerging market borrowers over the long term, but who appreciate that their capital will be at risk and that the value of their investment and any derived income may fall as well as rise.

Investor Profile. The Fund is suitable for retail and institutional investors seeking to gain a steadily growing income stream growth of capital whilst from a portfolio of mainly UK equities shares of investment trust companies over the long term, but who appreciate that their capital will be at risk and that the value of their investment and any derived income may fall as well as rise.