||21/04/16 to 21/04/17
||21/04/17 to 21/04/18
||21/04/18 to 21/04/19
||21/04/19 to 21/04/20
||21/04/20 to 21/04/21
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 investment objective of the Fund is to achieve capital growth over a period of at least three years. The Fund seeks to achieve its investment objective by investing, either directly or indirectly through collective investment schemes that it holds, in debt instruments and company shares on a global basis, with no particular emphasis on geographical region, business sector, or company size. The Fund will invest, either directly or indirectly, through collective investment schemes that it holds, at least 50% of its Net Asset Value in debt instruments (including fixed-rate bonds, floating-rate bonds, negotiable debt, and up to 15% in contingent convertible bonds) and money market instruments. The Fund may invest, either directly or indirectly, through collective investment schemes that it holds, up to 50% of its Net Asset Value in company shares.