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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 »
Investment Objective The Sub-fund aims to achieve (after deduction of costs): an annualised return over five years that is at least 3.5% more than UK Base Rate a positive return over three-year periods annualised volatility of returns below 10% There is no guarantee that a positive return will be achieved over three-year periods, or any time period, and capital may be at risk. Investment Policy The Sub-fund will gain exposure to a wide range of asset classes. The Sub-fund is actively managed and the investment manager has the discretion to invest in any country or economic sector. At any one time, the Sub-fund may be invested in any one or more of the following: shares, bonds, money market instruments, derivatives, currency forwards, deposits, cash and other transferable securities. This exposure may be achieved directly or indirectly via collective investment schemes (which may include those managed or operated by the ACD). The Sub-fund may also invest indirectly in property, infrastructure, commodities, private equity, loans and insurance-linked securities. The collective investment schemes in which the Sub-fund invests may include those managed or operated by the ACD. The Sub-fund may, at any one time, obtain its diversification through investing up to 100% in collective investment schemes. The Sub-fund may use derivatives for both investment purposes and in the management of risk.