INVESTMENT OBJECTIVE

The Fund aims to provide capital growth, over the long term.
Performance target: To outperform the Consumer Price Index by 3% per annum, before the deduction of charges, over any 5 year period.

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The Fund invests in a range of asset classes, including Investment Trusts/Companies, funds (collective investment schemes, including exchange traded funds), company shares (also known as equities) and bonds, that give exposure to alternative asset classes.
The Fund may also invest in cash and money market instruments.
The investment manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed with reference to the Consumer Price Index as this forms the basis of the Fund’s performance target. The investment manager has complete discretion to choose investments for the Fund.

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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is for promotional purposes and does not qualify as an investment recommendation.

Past performance is not a guide to future performance.