INVESTMENT OBJECTIVE
The Fund aims to provide a sustainably high income return with the prospect for some capital growth whilst maintaining a moderately low level of volatility over the medium to long term. Observing the forecast volatility of parameters will be prioritised over the generation of income. The Fund invests in collective Investment Schemes (funds that invest in shares, bonds, real estate, commodities futures from the UK and elsewhere) including exchange-traded funds, shares of companies in any country, bonds of any quality from any issuer, money market instruments and bank deposits. The Fund may use derivatives to achieve the Fund's investment objective, to reduce risk or to manage the Fund more efficiently.
ABOUT THIS FUND
- The Multi-Asset Core Income range aims to remain within pre-set risk parameters as measured by Distribution Technology (an independent risk-profiling firm)
- Aims to offer clients a cost-considered, multi-asset strategy with a risk profile of 5. Distribution Technology profiles funds on a scale of 1-10 and takes into consideration risk targets and other factors as well as past data
- The fund aims to provide an attractive and competitive level of regular income on a monthly basis
RATINGS AND AWARDS
S&P assigns a Principal Stability Fund Rating (PSFR) for money market funds within a range from AAAm (highest) to Dm (lowest), where AAAm indicates S&P's opinion of a fund's extremely strong capacity to maintain principal stability and to limit exposure to principal losses due to credit risk and Dm indicates a failure to maintain principal stability resulting in a realized or unrealized loss of principal. Ratings do not eliminate risk and should not be used as the sole basis for evaluating an investment product. Please see Ratings Criteria at disclosure.spglobal.com/ratings/en/regulatory/ratings-criteria for further information. A fee was paid for the use of this data.
