INVESTMENT OBJECTIVE
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.
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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.
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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.
