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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 »
The Fund seeks to provide capital growth and income over the long term (a period of at least 5 years). The Fund invests at least 70% of its assets in other passively managed funds (Second Schemes). The Fund is classified as risk profile 4 in the Barclays Wealth Global Markets fund range (which includes funds with risk profiles from 1 to 5). The Second Schemes may invest in equity securities, fixed income securities, money-market instruments, cash, deposits and derivatives. The Funds allocation to different asset classes will vary over time through the Investment Managers active asset allocation policy. The Investment Manager determines the asset allocation using their short-term (tactical) and long-term (strategic) views of the future performance of these asset classes. The Investment Manager will not select assets with reference to an Index or benchmark. The Fund invests in assets denominated in various currencies. Currency hedging is undertaken for certain assets in order to minimize the impact of currency fluctuations. The Investment Managers asset allocation using Exchange-traded funds and passive mutual funds.