||05/12/18 to 05/12/19
||05/12/19 to 05/12/20
||05/12/20 to 05/12/21
||05/12/21 to 05/12/22
||05/12/22 to 05/12/23
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.
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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.
View funds on the Wealth Shortlist »
The Fund aims to achieve long-term (5 years plus) capital growth through different economic environments.The Fund invests in derivatives and transferable securities to gain exposure to three main asset classes: debt securities, equity securities and commodities.The Fund firstly balances the risk of each of these asset classes to build the strategic allocation and secondly tactically shifts the allocations to each of the asset classes based on the market environment.
The Fund aims to target 10% average volatility over a full market cycle (5 years plus); however, no assurances can be made that these targets will be met.The Fund gains exposure to equity securities and debt securities either directly or through the use of derivatives, which may include future or option strategies. Exposure to commodities will be achieved by investing in particular in exchange traded funds on commodities, exchange traded notes, exchange traded funds and swaps on eligible commodity indices. Commodity exposure will include but is not limited to precious metals, agriculture, energy and industrial metals sectors.
Non sterling investments are intended to be hedged back into Sterling at the discretion of the Manager.