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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 aims to achieve long-term capital growth from a portfolio primarily invested in stocks across the world's stock markets. The manager is free to select any company regardless of size, industry or location and will concentrate its investments in a more limited number of companies and therefore the resulting portfolio will be less diversified. As this fund may invest globally, it may be exposed to countries considered to be emerging markets. The fund is actively managed. The Investment Manager will, when selecting investments for the fund and for the purposes of monitoring risk consider the MSCI ACWI Index (the "Index") as the Index constituents are representative of the type of companies the fund invests in. When monitoring risk, the Investment Manager may reference the Indexfor the purpose of setting internal guidelines. These guidelines represent overall levels of exposure relative to theIndex. Where the fund invests in securities that are included in theIndex, its allocation to those securities is likely to differ from the Indexallocation. The Investment Manager has a wide range of discretion with regards to the investment selection and may invest in companies, sectors, countries and security types not included in the Indexin order to take advantage of investment opportunities although a substantial portion of the fund's investments is likely to be part of the Index. Over short time periods, the fund's performance may be close to the Index, depending on market conditions. Over longer time periods, both the fund's portfolio and performance are expected to vary from that of theIndex The fund's performance can be assessed against its Index as the Index constituents are representative of the type of companies the fund invests in.