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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
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 aims to provide income and capital growth over the medium to longer term by investing in a range of global asset classes. The fund will actively allocate to, and within, different asset classes and geographies (including emerging markets) based on their potential to generate income and capital growth within the portfolio.
The main asset classes in which the fund will invest include global investment grade bonds, global high yield bonds, global equities, infrastructure securities, commodities and closed-ended real estate investment trusts (REITs).
The fund is actively managed without reference to an index.
In adverse market conditions the fund may hold up to 30% of its assets in cash or money market instruments (cash and short-term deposits, certificates of deposit and bills, Money Market Funds).