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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 outperform (after deduction of costs) the FTSE All World Index, as stated in Sterling, by at least 2.5% per annum over rolling five-year periods Investment Policy The Sub-fund will invest at least 90% in shares of companies. The Sub-fund will be actively managed and will invest in companies in any country and in any sector which, typically at the time of purchase, have a market capitalisation of more than US$2 billion. The Sub-fund will be concentrated, typically comprising of between 30 and 60 holdings. To the extent that the Sub-fund is not fully invested in such shares, the Sub-fund may also invest in other transferable securities of companies anywhere in the world, deposits and cash. The Sub-fund may not invest in or otherwise use derivatives.