||01/12/18 to 01/12/19
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||01/12/20 to 01/12/21
||01/12/21 to 01/12/22
||01/12/22 to 01/12/23
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 the Fund is to seek to achieve long term returns from a mix of capital and income. The Investment Manager uses its own global asset allocation framework to provide exposure to a range of global asset classes and business sectors. The allocation framework is proprietary to the Investment Manager. Business sectors in the context of these Investment Policies refers to primary, secondary and tertiary sectors. Broadly, the primary sector produces raw materials, the secondary sector carries out manufacturing and the tertiary sector provides sales and services. The Fund will predominantly invest in open-ended funds and listed closed-ended funds.