||14/10/14 to 14/10/15
||14/10/15 to 14/10/16
||14/10/16 to 14/10/17
||14/10/17 to 14/10/18
||14/10/18 to 14/10/19
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.
View fund chart
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 »
To maximise total return while generating a high level of income through investment in a diversified portfolio of fixed interest securities. Diversified investment in high yield bonds but also other income assets, such as government bond and investment grade corporates. The Fund may invest in any of the following instruments in order to achieve its investment objective: transferable securities, money market instruments, units in collective investment schemes, deposits and derivatives and forward transactions. At least 80% of assets will be either in sterling or currency hedged back to sterling.