Investment Objective
The Fund aims to provide a positive (absolute) return, regardless of market conditions, over any 12 month period. A positive return is not guaranteed over this or any other time period, and particularly over the shorter term the Fund may experience periods of negative returns.Consequently your capital is at risk. Please refer to the Fact sheet for further information.
Performance target: To outperform the UK Base Interest Rate, after the deduction of charges, over any 3 year period.
Reference Index
UK Base Interest Rate
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3 | 0.9 | 0.7 | 0.1 | 0.9 | 0.7 | 0.9 | 0.8 | 0.0 | 0.6 | 0.5 | 0.2 | 0.8 | |
| 2023 | 0.6 | 0.7 | 1.0 | 1.0 | 0.3 | 0.7 | 0.0 | 0.7 | 0.0 | 0.3 | 0.2 | 0.3 | 1.0 |
