The Fund aims to provide a sustainably high income return with the prospect for some capital growth whilst maintaining a moderate to 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.
Designed to be bought in conjunction with an attitude to risk tool as part of the financial advice process and therefore designed to be bought by advised clients only. This Fund may not be appropriate for investors who plan to withdraw their money within 5 years.
The Fund targets a risk profile of 4 as calculated by Distribution Technology, which is an independent provider of risk profiling. Distribution Technology profiles funds on a scale of 1-10 and takes into consideration risk targets and other factors as well as past data.
Volatility is a measure of how sharply the Fund's share price has gone up and down over a period, generally several years.
For further information on the Distribution Technology risk profile please contact us or refer to the Fund’s prospectus.
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 financial promotion purposes and is not investment advice.