The investment objective of the Real Return fund is to seek growth in real terms over the medium to longer term. The fund will aim to provide a total return, net of fees, that exceeds UK inflation (as measured by Consumer Prices Index-All Items) by 2% on average over a rolling three year horizon.
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.8 | 0.7 | 0.7 | 0.1 | 0.2 | 0.6 | 0.8 | 0.9 | 0.2 | 0.9 | 0.4 | 0.2 | 0.1 | |
| 2022 | 0.3 | 0.2 | 0.1 | 0.3 | 0.5 | 0.6 | 0.2 | 0.5 | 0.8 | 0.9 | 1.0 | 0.3 | 0.3 |
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