||18/09/14 to 18/09/15
||18/09/15 to 18/09/16
||18/09/16 to 18/09/17
||18/09/17 to 18/09/18
||18/09/18 to 18/09/19
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 aim of the Fund is to seek to achieve a total return by investment primarily in units of collective investment schemes. These collective investment schemes may gain exposure globally to the following asset classes: equity securities, fixed income securities (both government and non-government securities), money-market instruments, deposits, cash and near cash and alternative asset classes (such as property and commodities). The Fund may also invest directly in transferable securities (equity securities and fixed income securities), money-market instruments, deposits and cash and near cash. At any one time, the Fund will aim to have no less than 30 % and no more than 70 % of its investment exposure to equity securities. Any exposure to property and commodities will only be gained indirectly by the Fund. Derivatives and forward transactions may be used for the purposes of efficient portfolio management.