||22/01/15 to 22/01/16
||22/01/16 to 22/01/17
||22/01/17 to 22/01/18
||22/01/18 to 22/01/19
||22/01/19 to 22/01/20
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 »
Investment Objective The Sub-fund aims to achieve (after deduction of costs) growth in both income and capital over rolling five-year periods, whilst delivering a yield higher than that of the FTSE All World Index. Investment Policy The Sub-fund will invest at least 90% in shares of companies anywhere in the world. The Sub-fund will be actively managed and will invest in companies of any size and any sector. To the extent that the Sub-fund is not fully invested in shares, the Sub-fund may also invest in other transferable securities of companies anywhere in the world, money market instruments, deposits and cash. The Sub-fund may use derivatives only for the purpose of the management of risk.