||30/09/15 to 30/09/16
||30/09/16 to 30/09/17
||30/09/17 to 30/09/18
||30/09/18 to 30/09/19
||30/09/19 to 30/09/20
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.
View fund chart
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's investment objective is to achieve a combination of income and long term capital growth by investing primarily in collective investment schemes including those managed by Fidelity. The fund's policy is to gain exposure to a range of global assets to achieve a balance of income with capital growth through allocation to bonds, but also to company shares as well as commodities, property and cash. The Fund may also invest directly into equities, bonds, money market instruments, cash and deposits. Derivatives and forward transactions may also be used for investment purposes