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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 »
To provide medium to long term capital growth on a medium risk basis through the cautious but active management of a diversified portfolio of UCITS schemes and non-UCITS schemes (that have the same characteristics and restrictions as a UCITS scheme) that invest in equity and fixed interest markets in the UK, Europe and throughout the world.