||30/07/16 to 30/07/17
||30/07/17 to 30/07/18
||30/07/18 to 30/07/19
||30/07/19 to 30/07/20
||30/07/20 to 30/07/21
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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The objective of this fund is to provide a combination of income and capital growth and to keep the fund within a pre-determined risk profile. While this will be the Fund's focus, it will have a bias towards investments that pay a higher income. The fund is part of a range of risk profiled funds. The risk profile ranges from 1-10 with 1 being the least risky, and 10 being the most. This fund is a 5. The level of risk in the fund is managed by restricting the types and proportions of the assets it holds. The fund's potential gains and losses are likely to be limited by the objective to stay within its particular risk profile. The target risk profile for the fund is set by an independent company, Distribution Technology, and is based on the historic return and volatility of different asset types. We use our experience and research, together with research and allocation guidelines from this independent company, to restrict the types of assets held and the allocation of each asset type to stay within the target risk profile. At least 75% of the fund will be invested in other authorised investment funds. The fund will invest at least 50% in index-tracker funds which are operated by Legal & General. Through the other funds, the fund will have exposure to company shares, company and government bonds, cash and property. The fund will have a bias towards company shares. The bonds that these funds invest in may be investment grade (rated as lower risk) or sub-investment grade (rated as higher risk). The fund may also have exposure to money market instruments, bank deposits, cash-like investments and alternative asset classes such as commodities. 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.