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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 scheme's investment objective is to achieve an above-average and rising income with some capital growth over the medium-to-long term (5-7 years) by investing at least 70% in the shares and sterling-denominated bonds of UK companies listed on the London Stock Exchange. The scheme's income target is to produce an annual income that exceeds the income of the FTSE All-Share Index (the "Index") by at least 20% over a rolling 7-year period. For further information on the fund's index, please refer to the Prospectus.