||18/09/14 to 18/09/15
||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
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
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
The fund aims to provide a total return from a combination of income and capital appreciation over the longer term. Investing mainly in a range of collective investment schemes to achieve a broad exposure to diversified investments, including equities, fixed and variable rate interest bearing securities and immovable property. Exposure to equities and fixed and variable interest bearing securities is achieved by investing mainly in passively managed collective investment schemes. Exposure to immovable property is achieved by investing mainly in actively managed collective investment schemes.