||29/07/16 to 29/07/17
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||29/07/18 to 29/07/19
||29/07/19 to 29/07/20
||29/07/20 to 29/07/21
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 provide capital growth over the long-term being five years or more. Five years is also the minimum recommended period for holding shares in this fund. This does not mean that the fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested. The fund manager will invest the fund's assets in a global, diversified portfolio of investments across a range of asset classes including equities (company shares), fixed income (including bonds issued by governments and companies), property (including Real Estate Investment Trusts), commodities, cash and cash like investments. Exposure to equity and fixed income assets will be obtained through direct investment, but the investments in property and commodities will typically be indirect. There will be a broad spread of underlying assets, although fixed income will usually be the largest single asset class. The fund manager may also invest in shares of collective investment schemes covering global markets and will usually maintain a portfolio of at least 100 individual investments. The fund manager will assess the broad economic environment, focusing on areas such as economic growth, inflation expectations and the outlook for interest rates, to determine the attractiveness of the asset classes in which the fund can invest. The fund may invest in derivatives and forward transactions (these are contracts whose value is based on the change in price of an underlying investment), for the purposes of efficient portfolio management including hedging (hedging is designed to offset the risk of another investment falling in price).