||07/05/16 to 07/05/17
||07/05/17 to 07/05/18
||07/05/18 to 07/05/19
||07/05/19 to 07/05/20
||07/05/20 to 07/05/21
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 Portfolio seeks to provide income and capital growth over the longer term. The Portfolio will mostly invest in below investment grade fixed income securities of North American and European companies (including those securities issued by issuing entities based in offshore centres from where corporate fixed income securities may be issued). Such companies are either based in or earn most of their profits or revenues from North America and/or Europe. The Portfolio may also invest in below investment grade fixed income securities of companies which are based anywhere in the world.