Fund aim
The fund is a multi-asset, fund of funds, which seeks to deliver long-term capital growth through a diverse range of asset types, keeping at least 50% in equities. The fund will seek to achieve a moderate income. The fund aims to deliver smooth consistent returns in all market conditions.
Fund overview and performance target
The fund invests at least 50% in equities, making up the balance with fixed income & cash and alternatives to achieve long-term capital growth. The fund aims to outperform the composite benchmark – FTSE All-Share 50%, FTSE World (ex UK) 15%, FTSE UK Govt All Stocks 10%, HFRI 10%, IPD 10%, GSCI 5% - over the medium term. There is no guarantee that this target will be reached.
| Fund facts |
| Launch date |
2nd April 2012 |
| Sector |
IMA Mixed Investment 40-85% Shares |
| Benchmark |
FTSE All-Share 50%, FTSE World (ex UK) 15%, FTSE UK Govt All Stocks 10%, HFRI 10%, IPD 10%, GSCI 5% |
| Dividend pay dates |
30 Apr | 31 Oct |
| Fund type |
Unit trust |
| Base currency |
Sterling |
| Type of share |
Income & Accumulation |
| Share classes |
A Inc & A Acc
X Inc & X Acc |
