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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 »
Investment objective: Income and some long term capital appreciation. Investment policy: Diversified investment within and across global securities markets. Allocations to bonds, equities and cash will vary over time depending on market circumstances. Equity selections will be based on price and long term total return prospects. All investments will be expected to conform to our social and environmental criteria. The Fund may also invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, money market instruments, units in collective investment schemes, deposits and derivatives and forward transactions. Note: Typically, 45% of the Net Asset Value of the Fund will be invested in global equities and 55% in bonds and cash.