||18/05/17 to 18/05/18
||18/05/18 to 18/05/19
||18/05/19 to 18/05/20
||18/05/20 to 18/05/21
||18/05/21 to 18/05/22
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 achieve capital growth.The policy of the Sub-Fund is to gain exposure through a dynamic asset allocation to a range of asset classes including: fixed income, cash, near cash and deposits, equities, property, commodities and infrastructure. Exposure to these asset classes will be achieved through investment in collective investment schemes, transferable securities, money market instruments, deposits and derivatives. Investment in property, commodities and infrastructure will be indirect. The Sub-Fund may invest in any geographic or economic sectors of the world. The Sub-Fund may also use collective investment schemes to gain exposure to absolute return strategies and may use derivatives to obtain long and short exposures.Derivatives may be used for investment purposes as well as for efficient portfolio management.