The value of investments can fall as well as rise, and you may not get back the full amount you invest. Eligibility criteria, fees and charges apply.
Overlay
The Fund aims to provide a regular income over the long term.
The long term asset mix is totally made up of Bonds, mainly investment grade but with some high yield bonds. The fund is actively managed, so the mix can change over time.
Changes in interest rates or the credit rating of companies issuing such bonds can affect the Fund performance and any income paid.
Availability
Closed to new customers, however existing customers are able to make additional investments.
The Fund aims to provide a regular income over the long term.
The long term asset mix is totally made up of Bonds, mainly investment grade but with some high yield bonds. The fund is actively managed, so the mix can change over time.
Changes in interest rates or the credit rating of companies issuing such bonds can affect the Fund performance and any income paid.
Availability
Closed to new customers, however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 10% Bonds and 90% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 10% Bonds and 90% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 10% Bonds and 90% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.
The long term asset mix is made up of 45% Bonds and 55% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.
The long term asset mix is made up of 45% Bonds and 55% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.
The long term asset mix is made up of 45% Bonds and 55% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.
The long term asset mix is made up of 45% Bonds and 55% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.
The long term asset mix is made up of 45% Bonds and 55% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 60% Bonds and 40% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 60% Bonds and 40% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 60% Bonds and 40% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 60% Bonds and 40% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 60% Bonds and 40% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 60% Bonds and 40% Equities. The fund is actively managed, so this can change over time.
Availability
Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 100% Equities. The fund is actively managed so this mix can change over time.
Availability
Open to new customers with a high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 100% Equities. The fund is actively managed so this mix can change over time.
Availability
Open to new customers with a high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 100% Equities. The fund is actively managed so this mix can change over time.
Availability
Open to new customers with a high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 100% Equities. The fund is actively managed so this mix can change over time.
Availability
Open to new customers with a high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 10% Bonds and 90% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 10% Bonds and 90% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
The base currency of the fund is USD and hedging to GBP & EUR is available.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a medium tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.
The base currency is USD and hedging to Euro is available.
Availability
Open to new customers with a low tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds and 75% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.
Availability
Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.
The long term asset mix is totally made up of UK Equities. The fund is actively managed, so the mix can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.
The long term asset mix is totally made up of UK Equities. The fund is actively managed, so the mix can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.
The long term asset mix is totally made up of UK Equities. The fund is actively managed, so the mix can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.
The long term asset mix is totally made up of UK Equities. The fund is actively managed, so the mix can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
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Past performance is not a guide to future returns. The value of investments can go down as well as up, and you may not get back the amount you invested.
We publish an Indicative Net Asset Value (an estimate of the value of the fund’s assets) on the last working day of each year due to this being a half day on the London Stock Exchange.