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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
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 »
The Fund aims to deliver a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure**, than that of a composite index comprising two thirds global equities and one third global bonds*, over any five-year period. *as measured by the MSCI ACWI and Bloomberg Barclays Global Aggregate Index respectively. **The Ongoing Charge Figure (OCF) only includes direct costs to the fund that will affect the client. It covers all aspects of operating the fund for one year, including fees paid for management and independent oversight functions. It also includes an administration fee of 0.15% of the fund.