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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
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 Fund aims to increase the value of your investment over the long term. The Fund is a diversified portfolio that will primarily invest in shares of companies of any size globally. On occasion it may also invest in other financial instruments, such as other funds, rated or unrated Bonds and Derivatives. The Fund may borrow on a limited basis (up to a maximum of 10% of the value of the Fund). Leverage is not part of the investment strategy of the Fund. The Fund's base currency is USD but its investments may be priced in other currencies. Derivatives may be used to convert the value of those investments into USD.