||07/12/18 to 07/12/19
||07/12/19 to 07/12/20
||07/12/20 to 07/12/21
||07/12/21 to 07/12/22
||07/12/22 to 07/12/23
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 investment objective of this Fund is to achieve long term capital growth by invest predominantly in global equity securities which the Investment Manager believes offer value to investors in terms of their market price in relation to their earnings, and can provide higher than average risk adjusted returns over the life of the Fund.
The Fund may also invest in inverse ETFs where in the opinion of the Investment Manager, a particular market, markets or sector are overvalued to the point of representing a significant possibility of falling.