||13/05/16 to 13/05/17
||13/05/17 to 13/05/18
||13/05/18 to 13/05/19
||13/05/19 to 13/05/20
||13/05/20 to 13/05/21
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 Fund's objective is to provide a combination of capital growth and income, over a 5+ year time horizon. The Fund aims to achieve its objective by investing globally in a wide range of bonds issued by companies and governments and shares issued by listed companies. To obtain exposure to these assets, the Fund will invest indirectly by purchasing units in other funds, although it may also invest directly. The Fund will target a high level of volatility over a 5+ year time horizon, and may use derivatives for efficient portfolio management purposes only.