||18/09/15 to 18/09/16
||18/09/16 to 18/09/17
||18/09/17 to 18/09/18
||18/09/18 to 18/09/19
||18/09/19 to 18/09/20
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 »
To produce long-term capital appreciation through diversified investment principally within global equity markets. Allocations to individual markets will vary over time. Equity selections will be based on price and long term total return prospects. Limited investment in global bond markets may be made. 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, derivatives and forward transactions.