||13/05/16 to 13/05/17
||13/05/17 to 13/05/18
||13/05/18 to 13/05/19
||13/05/19 to 13/05/20
||13/05/20 to 13/05/21
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 Fund seeks to provide capital appreciation over the medium term with a target annualised volatility (annualised standard deviation of daily returns) of 15%. It aims to perform independently of traditional stock and bond investments, thereby providing valuable diversification benefits and improving the risk/reward profile of a traditional portfolio. The investment manager employs a systematic, proprietary, trend following strategy which trades across global UCITS eligible exchange traded financial futures.