||27/02/15 to 27/02/16
||27/02/16 to 27/02/17
||27/02/17 to 27/02/18
||27/02/18 to 27/02/19
||27/02/19 to 27/02/20
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 the Wealth 50
is a good place to start.
View funds on the Wealth 50 »
The Portfolio seeks to provide capital growth over the longer term. The Portfolio will mostly hold shares or similar instruments relating to US companies which have a market capitalisation smaller than that of the company with the largest market capital value in the Russell 2500 index at the time the investment is made. Such companies are either based in or earn most of their profits or revenues from the US. The Portfolio may also invest in companies which do not meet this requirement and/or are based in other countries. The Portfolio utilises the CORE strategy, a multi-factor proprietary model developed by Goldman Sachs which aims to forecast returns on securities.