||04/08/16 to 04/08/17
||04/08/17 to 04/08/18
||04/08/18 to 04/08/19
||04/08/19 to 04/08/20
||04/08/20 to 04/08/21
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.
View fund chart
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 objective of the fund is to provide capital growth over the long-term, being five years or more, whilst seeking to remain within a defined risk profile with defined volatility parameters which may result in the income and the capital growth from the fund being constrained. The investment team will aim to maintain a risk profile classification of 7 as set and monitored by an external third party risk rating company. 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 throughout this, or any other, specific time period and there is a risk of loss to the original capital invested.