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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
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 the Wealth 50
is a good place to start.
View funds on the Wealth 50 »
The Fund aims to deliver an annual income of 4% above the Bank of England Base Rate regardless of market conditions, whilst seeking to guard against capital erosion over rolling three year periods. Income distributions from the Fund are managed with the aim of providing consistent monthly payments. The Fund aims to manage the extent to which the value of your investment is impacted by market movements to a level less than half of the volatility of global equities over rolling three year periods. However, these are aims of the Fund and are not guaranteed and it may not always be possible to achieve the annual income target or to guard against capital erosion or to achieve the target level of volatility over rolling three year periods, or over any period of investment. Consequently, your investment is at risk.