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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
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 »
To generate capital growth and some income over the long term (5 years or more) by investing in a globally diversified portfolio of funds.
Performance Target: To achieve a return in excess of the rate of inflation (currently as measured by the Consumer Price Index) over five years (before charges). The Performance Target is the level of performance the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target.
It has been chosen as the target as the Consumer Price Index is a commonly accepted measure of UK inflation.