To achieve long term (over at least 5 years) total return (capital growth with income) through a diverse portfolio of both UK and overseas investments.
The Fund will maintain a low level of exposure to shares/equities (within a range of 0-35%). The Fund will invest in collective investment schemes, transferrable securities, money market instruments, deposits, cash and near cash. Derivatives and forward foreign exchange contracts may be used to achieve the investment objective and for the purposes of Efficient Portfolio Management.
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.