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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
This fund employs a 'go anywhere' approach, with the flexibility to invest in equities, bonds, cash, commodities and currencies. It can also use derivatives to take 'short' positions in certain types of assets, which can magnify returns but also increases risk. The fund is managed by William Littlewood who first...
Read more HL research on this fund
The objective of the fund is to achieve long-term growth through investment in a portfolio of UK and international assets. The fund will take a broadly 'multi-asset' approach with the intention to perform well when markets are favourable, and preserve capital when markets are poor. It therefore aims to provide longer term positive returns under most market conditions, outperforming both cash and equities over rolling three-year periods.