||22/03/14 to 22/03/15
||22/03/15 to 22/03/16
||22/03/16 to 22/03/17
||22/03/17 to 22/03/18
||22/03/18 to 22/03/19
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.
View fund chart
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 investment objective of the Fund is to provide a total return by investing predominantly in inflation-linked United Kingdom gilts together with an exposure to overseas equities. The Fund will invest predominantly in over 5 year index linked gits and in deposits, cash an/or near cash (including commercial paper, certificates of deposit and short dated gilts with a maximum three months to maturity). The overseas equity exposure will comprise exchange traded futures on the following indices (with target weightings): 1/3 S&P 500, 1/3 Eurostoxx 50, 1/6 Topix/Nikkei 225, 1/12 ASX200, 1/12 Hang Seng. The Fund may, subject to the investment objective and policy, invest at the Manager's discretion in other transferable securities, money market instruments, derivative instruments and forward transactions and units in collective investment schemes (including use of stocklending, borrowing, cash holdings, hedging and other investment techniques permitted in applicable FSA Rules). Derivatives may be used for meeting the investment objective of the Fund as well as for EPM purposes.