||06/12/14 to 06/12/15
||06/12/15 to 06/12/16
||06/12/16 to 06/12/17
||06/12/17 to 06/12/18
||06/12/18 to 06/12/19
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
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 »
To provide long term capital appreciation through selective investment principally in global equities based on price and prospects of above average earnings growth. Investments may on occasions be limited to a single country. Limited investment in global bond markets may be made from time to time. All investments will be expected to conform to our social and environmental criteria. The fund may invest in any of the following financial instruments: transferable securities, money market instruments, units in collective investment schemes, deposits and derivatives and forward transactions.