Looking at the product literature, the panel agree that it could be better. Flowers says: “It is short on practical information although good on philosophy.” Both says: “It is quite good, although key features would still be needed for the main important details.”
French thinks it is unsuitable for the lay person as he feels they would not understand the terminology used.
Summing up, Flowers says: “I am puzzled as to why Chase Fleming sees this as a marketing opportunity. One fund with a combined value and growth strategy would possibly have had more appeal. This fund is too expensive for the UK market anyway.”