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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 »
Investment Objective The Sub-fund aims to outperform (after deduction of costs) the MSCI AC World Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.
Investment Policy The Sub-fund will invest at least 90% in shares of companies anywhere in the world. Investments will be made in shares of companies which, in the investment managers opinion, demonstrate long-term growth prospects and good stewardship. By stewardship, the investment manager refers to the long-term management of companies in the interests of all stakeholders. This includes not only environmental, social and governance issues faced by a company, but also issues such as the long-term strategic direction, capital allocation and the strength of the corporate culture.
The Sub-fund will be actively managed and will invest in companies of any size and in 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 not invest in or otherwise use derivatives.