INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term.
Performance target: to outperform the MSCI All Country World Index, after the deduction of charges, over any 5 year period.
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The Fund invests in Collective Investment Schemes (other funds including those managed by Janus Henderson and Exchange Traded Funds) to provide diversified global exposure, with at least 80% of the Fund’s exposure to shares (equities) of companies. To a lesser extent, the Fund may also hold other asset classes including bonds issued by companies and governments, and alternative assets such as property, commodities, private equity and hedge funds.
The Fund may also invest directly in other assets including developed market government bonds, investment trusts, 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 MSCI All Country World Index, as this forms the basis of the Fund's performance target. The Investment Manager has complete discretion to choose investments for the Fund and is not constrained by a benchmark.
As an additional means of assessing the performance of the Fund, the IA Global sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.
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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 a Marketing Communication and does not qualify as an investment recommendation.
