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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 »
The objective is to outperform the MSCI AC World Index by at least 2.0% per annum over rolling five year periods (before management fee). There is no guarantee that a positive return will be achieved over rolling five year periods or any time period and capital may be at risk. The Sub-fund will invest primarily in global equities of companies with a record of good stewardship, being companies that are run for the long term. By stewardship, the Investment Adviser refers not just to the environmental, social and governance issues faced by a company, but also to the long term strategic direction, management's capital allocation skill and the strength of the corporate culture. Investments will be selected from ideas generated by the Investment Adviser's specialist investment teams with additional input from the Investment Adviser's governance and sustainability team. The Sub-fund may also invest in other transferable securities, money market instruments, deposits, cash and near cash. Up to 10% of the Sub-fund may be invested in other collective investment vehicles (including those managed or operated by the ACD)