||18/07/14 to 18/07/15
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||18/07/17 to 18/07/18
||18/07/18 to 18/07/19
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 seeks to maximise total investment return (including income and capital growth) over the medium term by investing mainly in short dated UK and global index linked bonds. The fund may also invest in Floating Rate Notes (FRNs), Money Market instruments and Gilts as the Manager deems appropriate. Non- Sterling assets will be hedged back into Sterling. The Fund seeks to outperform its composite benchmark by 0.50% per annum over rolling three year periods. The Fund invests primarily in UK, US and European Index Linked Bonds, however there may also be some investment in overseas government and corporate bonds, FRNs and money market instruments and UK Credit.