||27/11/18 to 27/11/19
||27/11/19 to 27/11/20
||27/11/20 to 27/11/21
||27/11/21 to 27/11/22
||27/11/22 to 27/11/23
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 hold shares or similar instruments and fixed income securities with a focus on higher income yielding securities. The Portfolio will hold shares or similar instruments relating to companies anywhere in the world. The Portfolio will hold below investment grade (high yield) fixed income securities of any type of issuer based anywhere in the world. The Portfolio may invest in convertible (securities that can be converted into other type of securities). These convertibles may include contingent convertible bonds ("CoCos") of banks, finance and insurance companies which have a particular risk profile as set out below.