The Fund aims to provide capital growth over the long term.
Performance target: To outperform the IA Global sector average, after the deduction of charges, over any 5 year period.
The Fund invests in Collective Investment Schemes (other funds including those managed by Janus Henderson and Exchange Traded Funds) to provide diversified global exposure to a range of assets including shares (equities) of companies, bonds issued by companies and governments, and to a lesser extent, alternative assets such as property, commodities, private equity and hedge funds.
The Fund may also invest in other assets including 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 IA Global sector average, which is based on a peer group of broadly similar funds, 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.
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.