||18/09/15 to 18/09/16
||18/09/16 to 18/09/17
||18/09/17 to 18/09/18
||18/09/18 to 18/09/19
||18/09/19 to 18/09/20
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's objective is to achieve capital and income growth over the medium to long term whilst maintaining a high level volatility in the capital value. The fund seeks to meet its objective through gaining exposure to a global portfolio of assets, including property, cash and various types of investment in companies and governments, the relative proportions of which ("asset allocations") are determined by a model provided by EValue Investment Solutions ("EValue"), a third party company that estimates the riskiness of investment types by modelling how they might be likely to behave over certain periods of time.