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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
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
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 invest in a range of investments to achieve above average and growing income with capital growth, with allocation largely to company shares, but also to bonds and cash. It may also have exposure to commodities and property to achieve its aims. The Fund may also invest directly in equities, bonds, money market instruments, cash and deposits. Derivatives and forward transactions may also be used for investment purposes