The fund seeks to achieve a positive return over the medium to long term, in excess of normal cash deposit rates. It will invest in a range of assets including collective investment schemes, closed-ended funds, transferable securities, money market instruments and cash/deposits. Although the fund manager will look for opportunities globally, the fund limits the amount it can invest in equities and is likely to always maintain exposure to fixed interest and cash assets. A cautiously managed fund is suitable for investors who in return for their capital being exposed to less risk are prepared to accept lower potential returns. The fund seeks to outperform other funds in the “cautious managed” sector.
- 8 Asset Classes available for investment including property, equities, alternatives, bonds, commodities, private equity and cash
- Invests globally but conservatively with the aim to maximise returns and minimise risk
- Fund size £79.3 million as at 28th February 2011
- Minimum investment: £1,000
- Available through ISAs and over 25 wraps and platforms in the UK
Target Market
- This investment could be suitable as part of an investment portfolio for investors who:
understand multi-asset investments; and, - are able to invest for the medium term i.e. a period of at least five years; and,
- are prepared to accept investment risk to their capital in return for a higher potential growth than would be available via a deposit based investment
Key Risks
- The investments of the fund are subject to normal market fluctuations and other risks inherent in investing in securities
- The value of investments and the income derived from them may fall as well as rise and investors may not get back the original amount they invest
- There is no certainty that the investment objective of the fund will actually be achieved and on warranty or representation is given to this effect
- Full details of the investment are set out in the Simplified Prospectus, which incorporates the Terms and Conditions and risks involved. All potential investors should read the literature carefully and make sure they understand how the Fund works
Marketing literature
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