|28/02/19 to 28/02/20
|28/02/20 to 28/02/21
|28/02/21 to 28/02/22
|28/02/22 to 28/02/23
|28/02/23 to 28/02/24
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 objective of the Sub-Fund is to maximise the total return from income and capital growth from a globally
diversified portfolio of predominantly higher yielding corporate and government fixed interest securities. The
Sub-Fund is managed to seek a minimum return of cash (1 month GBP LIBOR) +2% per annum over 5
years before fees. In so doing we aim to achieve a positive return on a rolling 3 year basis. However, a
positive return is not guaranteed and a capital loss may occur.
The Sub-Fund may also invest in deposits, derivative instruments, forward transactions, approved money
market instruments and collective investment schemes.