||04/08/15 to 04/08/16
||04/08/16 to 04/08/17
||04/08/17 to 04/08/18
||04/08/18 to 04/08/19
||04/08/19 to 04/08/20
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 »
The Fund aims to achieve a return on your investment over the long-term (5-7 years), through a combination of capital growth and income, of 4.5% per year on a gross basis (i.e. before deduction of Ongoing Charges) over the Bank of England's Base Interest Rate (as set by the Monetary Policy Committee). The Fund also seeks to manage risk through active asset allocation with a view to achieving a lower volatility of return than investing in a portfolio of worldwide equities alone. Accordingly, the Fund seeks a lower volatility of return over the long term (5-7 years) than the MSCI All Country World Index in GBP, as measured by annualising the volatility of monthly returns. The MSCI All Country World Index in GBP measures the performance of large and mid-capitalisation developed and emerging market equities in Pound Sterling terms. The components of the index are weighted by market capitalisation. Market capitalisation, in this case, is the share price of the company multiplied by the number of shares readily available in the market.