||27/03/15 to 27/03/16
||27/03/16 to 27/03/17
||27/03/17 to 27/03/18
||27/03/18 to 27/03/19
||27/03/19 to 27/03/20
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.
View fund chart
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 Fund's objective is to provide a combination of capital growth and income, over a 5+ year time horizon. The Fund will aim to outperform its Target Benchmark over a rolling 3 year period. 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. The Fund's exposure to global shares will never exceed 30%. 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 may use derivatives for efficient portfolio management purposes only.