||24/05/14 to 24/05/15
||24/05/15 to 24/05/16
||24/05/16 to 24/05/17
||24/05/17 to 24/05/18
||24/05/18 to 24/05/19
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
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 investment objective of this Fund is to achieve long term capital growth by invest predominantly in global equity securities which the Investment Manager believes offer value to investors in terms of their market price in relation to their earnings, and can provide higher than average risk adjusted returns over the life of the Fund. The Fund may also invest in inverse ETFs where in the opinion of the Investment Manager, a particular market, markets or sector are overvalued to the point of representing a significant possibility of falling.