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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
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 objective of this fund is to provide growth by tracking the performance of the FTSE 350 Index, and to generate a level of income into the fund (before tax and charges) equal to that of the Index.
Investment policy: The fund will invest almost entirely in company shares. The fund's investments will closely match those that make up the Index. The Index consists of shares of the 350 largest companies listed on the UK stock market. The fund may use derivatives (contracts which have a value linked to the price of another asset) to: reduce risk or cost; or generate additional capital or income with no, or an acceptably low, level of risk.