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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 »
The Fund aims to grow your investment over the long term (5 years or more) through a combination of income and capital growth. The Fund targets an overall average return before charges and taxes of at least 0.30% greater than the performance benchmark per year, measured over 3-year rolling periods. The performance benchmark is a composite index, comprising 75% MSCI® All Countries World Index (Net) GBP and 25% Bloomberg Barclays® Global Aggregate Bond Index Hedged GBP (the Performance Index). The Fund is managed to a balanced risk profile and aims to remain within a defined risk range of 71% to 79% of the volatility of Global Equities, targeting 75%. The benchmark we use to represent the volatility of Global Equities is MSCI® All Countries World Index (Net) GBP (the Volatility Index). Volatility is measured on an annualised basis, over 3-year rolling periods, using the volatility figures as at the end of each month.