The Fund aims to achieve capital growth over a period of five years or more. The Fund will target an annualised volatility of between 88% and 112% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund is one of a range of five risk-targeted funds and is managed to an adventurous risk level, which is the highest risk level in the range. The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 75% and 100%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The Fund aims to achieve capital growth over a period of five years or more. The Fund will target an annualised volatility of between 35% and 60% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund is one of a range of five risk-targeted funds and is managed to a balanced risk level, which is the second lowest risk level in the range. The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 20% and 60%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The Fund aims to achieve capital growth over a period of five years or more. The Fund will target an annualised volatility of between 53% and 77% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund is one of a range of five risk-targeted funds and is managed to a moderate risk level, which is the middle risk level in the range. The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 40% and 85%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The Fund aims to achieve capital growth over a period of five years or more. The Fund will target an annualised volatility of between 70% and 95% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund is one of a range of five risk-targeted funds and is managed to a dynamic risk level, which is the second highest risk level in the range. The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 60% and 95%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The Fund aims to provide income and capital growth over a period of five years or more. The Fund will target an annualised volatility of between 53% and 77% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 40% and 85%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The Fund aims to provide income and capital growth over a period of five years or more. The Fund will target an annualised volatility of between 53% and 77% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 40% and 85%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The Fund aims to achieve capital growth over a period of five years or more. The Fund will target an annualised volatility of between 18% and 42% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund is one of a range of five risk-targeted funds and is managed to a conservative risk level, which is the lowest risk level in the range. The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 0% and 35%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The Fund aims to achieve capital growth over a period of five years or more. The Fund will target an annualised volatility of between 35% and 60% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund is one of a range of five risk-targeted funds and is managed to a balanced risk level, which is the second lowest risk level in the range. The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 20% and 60%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The Fund aims to achieve capital growth over a period of five years or more. The Fund will target an annualised volatility of between 88% and 112% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund is one of a range of five risk-targeted funds and is managed to an adventurous risk level, which is the highest risk level in the range. The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 75% and 100%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The Fund aims to provide income and capital growth over a period of five years or more. The Fund will target an annualised volatility of between 53% and 77% of the expected annualised volatility of global equities (a reasonable proxy for ′global equities′ is the MSCI All Country World Index (MSCI ACWI)). The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 40% and 85%.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
