JM Finn Global Opportunities Accumulation

Aim of the fund

The investment objective is to seek capital & income growth from investments identified across global equity and/or bond markets. The manager may also choose to hold Government securities, collective investment schemes, and cash & money market instruments as appropriate in achieving the overall objective of the fund. Please note that the themes currently being pursued by the manager lead it to invest in a number of higher risk emerging economies.

Fund specific risks

• Charges to Capital (A) - Part, or all of the periodic annual management fee(s) and expenses may be charged to capital which could increase the potential for the capital value of your investment to be eroded. Your capital could also decrease if income withdrawals exceed the growth rate of the fund(s).
• Emerging Markets (B) - Generally less well regulated than the UK. There is an increased chance of political and economic instability with less reliable custody, dealing and settlement arrangements.
  The market(s) can be less liquid. If a fund investing in markets is affected by currency exchange rates, the investment could both increase or decrease. These investments therefore carry more risk.
• Down as well as up (I) - The value of investments, and any income can fall, as well as rise, so you could get back less than you invested. Neither capital nor income is guaranteed.
• Long term (J) - Investments should be regarded as long term and are not suitable for money which may be needed in the short term, you should always have a sufficient cash reserve.

The letter in brackets indicates the codes used in our printed material (e.g. Investment Times).

On this page you will see a summary provided by the fund manager of key features of the fund. For full details of the fund, in particular the aims, charges and risks, please read the Simplified Prospectus.

Please read this together with the Vantage Key Features which describe the accounts we offer, how we deal for you, hold your investments and how we can save you money. Once you have read these documents select 'invest now' for details of how to invest.