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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
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
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
The aim of the Fund is to make a positive return for you over a rolling 12 month period, notwithstanding changing market conditions. The Fund invests at least two-thirds of its assets in bonds (which are similar to a loan and pay a fixed or variable interest rate) issued by companies and governments worldwide, currencies, and, when appropriate, cash. The Fund invests directly in these assets or by using derivatives. Derivatives are sophisticated investment instruments linked to the rise and fall of the price of other assets. The Fund may also make use of short selling techniques (which are designed to make a profit from falling prices) and leverage (which increases the effect that a change in the price of an investment has on the Fund's value). At times, the Fund will be concentrated in one or a combination of these assets.