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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 objective of this fund is to maintain capital and to provide a return in line with money market rates, before charges. The fund will generally invest in short term deposits, certificates of deposit, government bonds (predominantly UK) issued in pounds sterling and Repos. In stressed market conditions, the fund may be invested up to 100% in government and public securities issued by a single issuer. The maximum maturity of the instruments the fund invests in is 397 days but the fund must maintain a weighted average maturity of less than 60 days. The bonds that the fund invests in must be investment grade (rated as lower risk). The fund may use derivatives to reduce risk or cost, or to generate additional capital or income with no, or an acceptably low, level of risk. The fund may also invest in other fixed income securities, other money market instruments and collective investment schemes.