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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 Fund objective is to achieve a positive total return (income and capital growth) over a rolling five year period, after the deduction of all fees, whilst targeting volatility (i.e. the degree of fluctuation of the value of the assets) of its portfolio of between 70% and 80% of the volatility of the FTSE All Share Index over the same rolling five year period. Although the Fund aims to deliver a positive total return over a rolling five year period, there is no guarantee that this will be achieved over this time period, or any time period. The Funds capital is at risk meaning that the Fund could suffer a decrease in value and the value of your investment would decrease as a result.