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||18/07/18 to 18/07/19
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 Fund aims to achieve an absolute return, irrespective of market conditions, over the long term. The Fund principally invests in: equity securities, or equity related derivatives, of corporate issuers headquartered in the United Kingdom (or corporate issuers who exercise a predominate part of their activity in the United Kingdom) fixed interest securities cash, or money market instruments. If desirable, the Fund may invest in securities and derivatives related to corporate issuers headquartered outside the United Kingdom. The Fund's exposure to any equities may be gained through long and short positions. The Fund may take long and short positions through the use of derivatives and forward transactions. In addition in order to gain long exposure the Fund may invest in equities, collective investment schemes including exchange traded funds and/or related indices.