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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.
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The Fund aims to generate a high income on your investment. The Fund invests globally in the full range of assets in which a UCITS may invest, including equity securities (e.g. shares), fixed income (FI) securities (such as bonds), funds, cash, deposits and money market instruments (i.e. debt securities with short term maturities). The Fund is actively managed and the asset classes and the extent to which the Fund is invested in these may vary without limit depending on market conditions andother factors at the investment adviser's (IA) discretion. In selecting these, the IA may take into consideration a composite benchmark comprising MSCI World Index(70%) and the Bloomberg Barclays Global Aggregate Bond Index USD Hedged (30%) (the Index) when constructing the Funds portfolio, and for risk managementpurposes to ensure that the active risk (i.e. degree of deviation from the Index) taken by the Fund remains appropriate given the Funds investment objective andpolicy. Whilst the Index is used by the IA in constructing the portfolio of the Fund, the IA is not bound by its components or weighting when selecting investments. TheIA may also use its discretion to invest in securities not included in the Index in order to take advantage of specific investment opportunities. The Funds portfolioholdings are expected to deviate materially from the Index. The components of the Index (i.e. MSCI World Index and Bloomberg Barclays Global Aggregate BondIndex US Hedged) may be quoted separately in marketing material related to the Fund. The Funds investments in FI securities and money market instruments may be issued by governments, government agencies, companies and supranationals (e.g. the International Bank for Reconstruction and Development). These may include securities with a relatively low credit rating or which are unrated. The assets held by the Fund may be denominated in a wide variety of currencies. The Fund distributes income gross of expenses. The IA may use financial derivative instruments (FDIs) (i.e. investments the prices of which are based on one or more underlying assets) for investment purposes in order to achieve the investment objective of the Fund, and/or to reduce risk within the Funds portfolio, reduce investment costs and generate additional income. The Fund may, via FDIs, generate varying amounts of market leverage (i.e. where the Fund gains market exposure in excess of the value of its assets). Recommendation: This Fund may not be appropriate for short-term investment. Your shares will be non-distributing (i.e. dividend income will be included in their value).