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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
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
Investment Objective The Sub-fund aims to outperform (after deduction of costs) the FTSE Actuaries UK Index-Linked Gilts Over 5 Years Index by 0.35% per annum over rolling three-year periods. Investment Policy The Sub-fund will invest at least 90% in UK government bonds. The Sub-fund will be actively managed and in aiming to outperform the index the Sub-fund may also invest in other developed market government bonds and quasi-government bonds (including supranational) and use derivatives and currency forwards for investment purposes. The Sub-fund is not constrained by the index and, to the extent that the Sub-fund is not fully invested in such bonds, derivatives and currency forwards, the Sub-fund may also invest in other transferable securities, money market instruments, deposits and cash. The Sub-fund may also use derivatives and currency forwards in the management of risk.