||05/12/18 to 05/12/19
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||05/12/20 to 05/12/21
||05/12/21 to 05/12/22
||05/12/22 to 05/12/23
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.
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Aims to achieve capital growth by investing primarily in the equities of, and related instruments providing exposure to companies throughout the world. In accordance with section H of the Prospectus, the expected proportion of the assets under management of the fund that could be subject to CFDs is 75%, subject to a maximum of 165%. The fund may also invest in Money Market Instruments on an ancillary basis.The fund is actively managed. The Investment Manager will reference MSCI ACWI Index (the Index) by seeking to outperform it as the Index constituents are representative of the type of companies the fund invests in. The funds performance should be assessed against its Index. The Investment Manager has a wide range of discretion relative to the Index. While the fund will hold assets that are components of the Index, it also is expected to invest in companies, sectors, countries and security types that have different weightings from, and may not be included in the Index in order to take advantage of investment opportunities. It is expected that over long time periods the funds performance will differ from the Index. However, over short time periods, the funds performance may be close to the Index, depending on market conditions.