Cracking on' - 10 more years of evolution: When we set up our multi-asset funds 10 years ago, we thought people would appreciate accountability and value reliability. Turns out we were onto something. Read the full report
Compound cash plus total returns generating consistent returns over all time periods
Focus on future correlations and liquidity risk, not volatility
- A lower risk strategy for the cautious investor
- Investment time horizon: three to five years.
- Low Ongoing Charges Figure (OCF) for truly active management
- The strategy benefits from extensive experience, continuity and accountability
MiFID II charges
Ongoing Charges Figure (OCF) as at 31.03.2019
Inc: 1.60%/Acc: 1.60%
Inc: 0.09%/Acc: 0.09%
Total MiFID II charges
Inc: 1.69%/Acc: 1.69%
The MiFID II charges include the Ongoing Charges Figure (OCF) and transaction costs. PRIIPs compliant
How to invest
Visit our ‘how to invest’ pages to learn about your available options to invest in the fund. This includes our distribution partners and direct postal investment.