|26/02/19 to 26/02/20
|26/02/20 to 26/02/21
|26/02/21 to 26/02/22
|26/02/22 to 26/02/23
|26/02/23 to 26/02/24
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.
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This is one of a range of actively managed Global Sustainable Multi-Asset Portfolios offered at different risk levels. The asset allocation of each fund in the range reflects the risk level. The Fund is managed with the aim of maximising returns in line with its agreed long term risk profile of 5, where 1 is a lower level of risk and 5 is a higher level of risk therefore any potential returns are likely to be limited by the risk profile of the Fund.The starting point for the Global Sustainable Multi-Asset Portfolios is the asset allocation for each risk level.The asset allocation positions are regularly monitored in order to make timely adjustments to the portfolios allocations to reflect the Fund managers views on the current market environment.The final stage in the investment process is deciding how best to take exposure to each asset class. This may be achieved by investing in collective investment schemes, investing directly in asset classes and investing in derivatives.The focus on sustainable investment strategies is taken into consideration at each stage, when deciding which asset classes the Fund will invest in and how the Fund achieves exposure to those asset classes.Under typical market conditions, the portfolio will have the following asset class exposures, achieved through investment in collective investment schemes where applicable. It should be noted that these percentages will fluctuate based upon market movement and adjustments to the asset allocation to enable the Fund to meet its aim.The Fund aims to provide growth in line with its risk profile in the long term, which is a period of five years or more. The Funds risk profile is rated as 5 where 1 is a lower level of risk and 5 is a higher level of risk.