||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.
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 »
Aims to provide an income significantly in excess of the yield of the FTSE All Share Index with the prospect for some capital growth mainly through investment in a spread of authorised unit trusts and/or authorised companies which may be selected from those available in the whole market. The scheme may invest in funds investing outside the UK, while maintaining a core exposure to funds investing in the UK. The Scheme may also invest in transferable securities including investment trusts, money market instruments, deposits, derivatives and forward transactions, and unregulated collective investment schemes.