Investment Objective
The fund targets a total return compromised of long-term capital growth and income by investing in a broad multi-asset portfolio. The fund has a performance aim of cash (1 month GBP LIBOR) + 2% p.a. over 5 years before fees.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 1.0 | 0.7 | 0.8 | 0.9 | 0.6 | 0.7 | 0.5 | 0.9 | 0.8 | 0.2 | 0.8 | 1.0 | 0.9 | |
2022 | 0.4 | 0.3 | 0.1 | 0.9 | 0.0 | 0.5 | 0.4 | 0.5 | 0.0 | 0.2 | 0.6 | 0.3 | 1.0 |