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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 »
The fund aims to generate a real return and preserve the real value of capital through investing across a range of global inflation related assets, using prudent investment management principles.
The fund aims to achieve its objective by investing in a range of inflation-related assets, which includes inflation-linked fixed income securities and instruments (which are loans where the principle or interest income paid is adjusted to track changes in an official inflation measure) issued by companies or governments from around the world, commodity related instruments, emerging market currencies, property related instruments and equities and equity related securities. The fund will typically invest 20% to 40% of its total assets in equity or equity-related securities, which will primarily be investments in real estate investment trusts. The investment advisor will vary allocation to these asset types based on its expectations for interest rates, inflation rates and growth estimates around the world. Real return equals total return less the estimated cost of inflation, which is typically measured by the change in an official inflation measure.