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.
New Fund Objective: The Fund aims to achieve a combination of income and capital growth and to outperform the MSCI ACWI High Dividend Yield Index, net of charges, over rolling five year periods. The Fund invests at least 80% of the value of its property in shares of companies located in developed and emerging markets anywhere in the world. Investment may be direct or indirect (e.g. through collective investment schemes or derivatives), however the ACD expects that the Fund will typically hold investments directly. 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.
New Objective: To provide the potential for long‑term growth by investing primarily in a diversified mix of regional equities alongside fixed income assets, alternatives and derivatives.
New Objective: The Fund aims to generate an income which is broadly sustainable over the long-term by investing in a broad mix of assets, including company shares, fixed interest securities, commercial property and other investments. The Fund also offers the potential for capital growth.
New Objective: The Fund aims to generate an income which is broadly sustainable over the long-term by investing in a broad mix of assets, including company shares, fixed interest securities, commercial property and other investments. The Fund also offers the potential for capital growth.
New Objective: The Fund aims to generate an income which is broadly sustainable over the long-term by investing in a broad mix of assets, including company shares, fixed interest securities, commercial property and other investments. The Fund also offers the potential for capital growth.
New Objective: The Fund aims to generate an income which is broadly sustainable over the long-term by investing in a broad mix of assets, including company shares, fixed interest securities, commercial property and other investments. The Fund also offers the potential for capital growth.
New Objective: The Fund aims to generate an income which is broadly sustainable over the long-term by investing in a broad mix of assets, including company shares, fixed interest securities, commercial property and other investments. The Fund also offers the potential for capital growth.
New Objective: The Fund aims to generate an income which is broadly sustainable over the long-term by investing in a broad mix of assets, including company shares, fixed interest securities, commercial property and other investments. The Fund also offers the potential for capital growth.
