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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
The fund provides broad exposure to global shares and bonds with the aim of providing an above average and growing income, together with capital growth, over the long term.
The manager has a history of capturing the majority of any market rise while limiting the fund's losses in a falling...
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Robin Hepworth has been at the helm since the fund's launch in November 199-. Under his management the fund has produced excellent returns for investors.
The Fund aims to provide an above average and growing level of income together with capital growth over the longer term. The Manager will seek to achieve the investment objective by investing in a mix of equities, fixed interest securities and such other investments that the Manager considers suitable.