FOR PROFESSIONAL INVESTORS ONLY
Maison Allaire, Smith Street, St. Peter Port, Guernsey, GY1 2NG, Channel Islands
firstname.lastname@example.org T +44 1481 727 300
Fund advised by Mark Bradshaw – Bradshaw Asset Management Limited
We believe smaller businesses provide better returns in the longer term. They are typically under-researched, under-valued and under-owned. The MSCI index shows that since inception in 1994 the small and mid caps have outperformed large caps. In the last 2 years, Europe has shown a strong performance with new IPOs and recovery in the economy and AIM is one of the key markets in Europe that offers smaller businesses
access to global capital.
• Investment objective to compound double digit long term returns
• Targets smaller businesses with high growth potential or turnaround situations
• Concentrated portfolio focusing on investments with a proprietary technology or process
• Bias towards Healthcare, Technology and Resource sectors
• Weekly NAVs and subscriptions with monthly redemptions
• Benchmark unconstrained
• Individual position limit 20%
• Sector diversification – exposure limited to 20%
© Freedom Asset Management Limited. Authorised and regulated by the Guernsey Financial Services Commission.
Company Number 58665. GFSC Reference Number 2262946
Disclaimer: FOR PROFESSIONAL INVESTORS ONLY. The offshore funds section of this website is prohibited for United States of America citizens or its permanent residents.
For latest prices: FREOPUS:GU