||18/07/14 to 18/07/15
||18/07/15 to 18/07/16
||18/07/16 to 18/07/17
||18/07/17 to 18/07/18
||18/07/18 to 18/07/19
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
Shares, bonds, commodities, currencies and cash. Nothing's off limits to William Littlewood and Kartik Kumar. They can also benefit from falling share prices by using derivatives to take 'short' positions. This can magnify returns but also increases risk.
If we endure a prolonged downturn, and particularly if we enter a...
The fund aims to achieve growth of greater than the Consumer Price Index + 3% after fees over a minimum 5 year period. 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.