||18/06/16 to 18/06/17
||18/06/17 to 18/06/18
||18/06/18 to 18/06/19
||18/06/19 to 18/06/20
||18/06/20 to 18/06/21
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 generate medium to long-term growth via exposure to a diversified portfolio of defined return investments linked to global equity indices.It will invest primarily in a mixture of transferable securities, financial derivative instruments and hold government bonds (currently UK gilts) to gain this exposure. At outset, a defined return investment will only be eligible for inclusion if it provides for a long-term positive return in anything but the bleakest of market conditions.