||08/12/18 to 08/12/19
||08/12/19 to 08/12/20
||08/12/20 to 08/12/21
||08/12/21 to 08/12/22
||08/12/22 to 08/12/23
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
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) an index comprising 50% of the FTSE Actuaries UK Conventional Gilts All Stocks Index and 50% of the ICE Bank of America Merrill Lynch Sterling Non-Gilt Index by 0.65% per annum over rolling three-year periods
Investment Policy The Sub-fund will invest at least 80% in a diversified portfolio of (1) UK government bonds and (2) investment grade bonds issued by corporate issuers, public bodies and supranationals.
The Sub-fund will be actively managed and in aiming to outperform the index the Sub-fund may also invest in other developed and emerging market government bonds and sub-investment grade bonds and use derivatives and currency forwards for investment purposes.
The Sub-fund is not constrained by the index, and to the extent that the Sub-fund is not fully invested in such bonds, derivatives and currency forwards, the Sub-fund may also invest in shares, other transferable securities, money market instruments, deposits and cash.
The Sub-fund may also use derivatives and currency forwards in the management of risk.