||19/09/13 to 19/09/14
||19/09/14 to 19/09/15
||19/09/15 to 19/09/16
||19/09/16 to 19/09/17
||19/09/17 to 19/09/18
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
This fund is managed by Robin Hepworth, one of the most experienced fund managers in the UK. He has a superb track record of blending shares and bonds to deliver an attractive income and capital growth over the long term. We think his experience, disciplined approach, and excellent track record...
Our latest article
Going against the herd often reaps rewards, but it can take time to happen. Find out why the manager's investment decisions are at odds with many others.
The Fund aims to provide an above average and growing level of income together with capital growth over the longer term. The Manager will seek to achieve the investment objective by investing in a mix of equities, fixed interest securities and such other investments that the Manager considers suitable.