Investment Objective
The Fund aims to provide long-term total returns (the combination of income and capital growth). The Fund invests around the world primarily in a mix of assets including: the shares of companies; bonds (contracts to repay borrowed money which typically pay interest at fixed times); commodities, property and other alternative assets (such as infrastructure funds and private equity funds).
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.0 | 0.2 | 0.9 | 0.1 | 0.0 | 0.7 | 0.9 | 0.6 | 0.6 | 0.1 | 0.7 | 0.6 | 0.4 | |
2022 | 0.3 | 0.6 | 0.9 | 0.7 | 0.2 | 0.9 | 0.0 | 0.4 | 0.4 | 0.3 | 1.0 | 0.3 | 0.5 |