UK Stock Stories - Abcam and Homeserve

An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

The Managed Fund team reflects on recent performance, portfolio changes and market developments.

The Trust aims to maximise capital growth over the long term from investment primarily in shares of listed UK equities that have the potential to deliver a total return in excess of the FTSE All-Share Index.

The UK Equity Alpha Fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 2 per cent per annum over rolling five-year periods.

The UK Equity Core Fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 1 per cent per annum over rolling five-year periods.