INVESTMENT OBJECTIVE

The Fund aims to achieve a positive absolute return in excess of the UK base interest rate, after charges (but before the deduction of any performance fees) over the long-term (rolling 3 year periods) regardless of market conditions. The Fund aims to typically deliver absolute (more than zero) returns over a rolling 12 month period. An absolute return performance is not guaranteed over this specific, or any other, time period and consequently capital is in fact at risk.

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.

ABOUT THIS FUND

  • Targets absolute returns regardless of market direction with carefully monitored exposure to the stock market.
  • Experienced team with time-tested approach through market cycles; supported by the wider Pan-European equities team.
  • The fund aims to enhance the overall risk/return characteristics of a balanced portfolio, with a key focus on preserving capital.
Past performance is not a guide to future performance. 
 

AWARDS

Ratings for this fund include: