Our multi-asset funds have distinctive characteristics and objectives, leading to its individual risk and return profile. Their fund managers actively invest in a range of assets, including equities, bonds, credit and property, to meet each fund’s return and risk aspirations within the constraints of their respective sectors.
The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.
The Fund seeks to generate a growing level of income with the potential for capital growth.
The Fund invests globally across a range of asset classes with the aim of maximising total return (the combination of income and growth of capital).
A Fund that seeks to track down the best asset combinations to maximise total return (the combination of income and growth of capital).
The Fund aims to deliver a higher total return (the combination of income and growth of capital) with smaller fluctuations in returns on average, than company shares from around the world, over rolling periods of three to five years.*
The Fund targets a combined income and capital growth of above three-month GBP LIBOR and at least 4% a year over any three-year period, before any charges and in any market conditions.*
*There is no guarantee the Fund will achieve a positive return over this, or any other period, and Investors may not get back the original amount they invested.