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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 objective is to provide an income, with some potential for capital growth, over a 5+ year time horizon. The Scheme has a target income (although this is not guaranteed) of at least 90% of the yield of the Target Benchmark over a 1 year period, and 100% of the yield of the Target Benchmark over a rolling 3 year period. The Scheme is actively managed and invests at least 80% in a wide range of shares in companies listed in the UK, including REITs and other investment trusts. The Scheme may invest up to 20% in shares in companies listed in developed markets outside the UK. The Scheme may invest in developed markets globally: up to 5% in bonds (excluding sub-investment grade bonds) issued by companies, governments, government bodies and supranationals; up to 10% in cash, cash like and other money market instruments. The Scheme typically invests directly but can also invest indirectly up to 10% via other funds (including Santander Group funds). The Scheme may use derivatives for efficient portfolio management (including hedging).