||19/07/14 to 19/07/15
||19/07/15 to 19/07/16
||19/07/16 to 19/07/17
||19/07/17 to 19/07/18
||19/07/18 to 19/07/19
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 produce attractive returns over the long term, while achieving a higher level of income than would be available from investment only in comparable UK Gilts, by investing primarily in a diversified portfolio of investment grade fixed interest securities denominated in sterling. Currency forwards and derivatives may be used from time to time in keeping with the Sub-fund's objective with the intention of either protecting or enhancing the return on the Sub-fund. No more than 10% in value of the property of the Sub-fund will be invested in units of other collective investment schemes.