||29/05/15 to 29/05/16
||29/05/16 to 29/05/17
||29/05/17 to 29/05/18
||29/05/18 to 29/05/19
||29/05/19 to 29/05/20
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 the Wealth 50
is a good place to start.
View funds on the Wealth 50 »
The investment objective of the Fund is to provide capital growth over the long term. The Investment Manager will invest in "high quality" investments. The Investment Manager defines a "high quality" investment as one with the some of the following characteristics: companies that typically have strong balance sheets enabling the company to service debt comfortably, high cash returns on assets, relatively low capital requirements, have a high market share in their chosen products or service lines, short customer repurchase cycles and long product cycles.