New investment objective:
The Fund aims to achieve long term capital growth. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
85% MSCI ACWI Index,
10% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused GQSB Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused TGSB Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused GWEB Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused PPB Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused PPB1 Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New fund name: AL CT Managed Equity Focused PPBR P Fund
New investment objective:
The Fund aims to provide a combination of long-term capital growth and some income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
75% MSCI ACWI Index,
20% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New investment objective:
The Fund aims to provide a combination of long-term capital growth and income. It looks to outperform a composite index over rolling 3-year periods, after the deduction of charges.
This composite index comprises:
50% MSCI ACWI Index,
45% Bloomberg Global Aggregate (GBP Hedged) Index,
5% Sterling Overnight Index Average (SONIA)
The composite index is representative of the Fund’s investment exposure, and provides a suitably weighted target benchmark of global equities, investment grade bonds (hedged to sterling) and cash, against which Fund performance will be evaluated over time.
New Fund Objective:
The Fund aims to provide a total return (a combination of capital growth and income) by outperforming the FTSE All Share ex IT Phoenix Climate Aligned Index (TR) (the “Index”) before fees by 0.5% to 1% per annum over any given 3 year period.
