||18/01/16 to 18/01/17
||18/01/17 to 18/01/18
||18/01/18 to 18/01/19
||18/01/19 to 18/01/20
||18/01/20 to 18/01/21
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.
View fund chart
Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
The Fund aims to achieve positive returns regardless of whether markets are falling or rising.The Fund intends to invest in the financial sector globally primarily by buying and indirectly selling securities and financial derivative instruments (FDI).Securities may be debt securities (such as government and corporate bonds with fixed and variable interest rates, which may be rated investment grade or below investment grade), equities (such as ordinary shares and common stock), equity-related securities including preference shares, convertible securities (bonds that can be converted into shares), contingent convertible instruments (CoCo-Bonds) (bonds that can be converted into shares or its principal amount may be written down if a pre-specified trigger event occurs), real estate investment trusts (investment structures that invest in income-producing real estate assets), exchange traded notes (ETNs) (a type of debt security, in order to gain exposure to an eligible index, market or asset class), exchange traded funds (ETFs) (securities that track an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange), global and American depositary receipts and warrants and rights. During times of high levels of market movements (volatility), the Fund may invest substantially in deposits. FDI are instruments that are linked to and derive their value from an underlying financial instrument or indicator. FDI include options, swaps, contracts for difference (a security that returns the difference between the value of an asset at the beginning and the end of the contract), futures and forwards. In addition, certain financial instruments such as convertible securities, CoCo-Bonds, ETNs, ETFs may have embedded leverage or embed a derivatives component. The Fund may invest in financial instruments for the reduction of risk and/or the generation of additional capital or income.The Fund may invest up to 50% of its net asset value in emerging markets.