Fund Objective

The fund seeks to achieve an increasing income and capital return through investment in a mix of assets to the extent that each is permitted by the FSA regulations. The fund targets a return equal to 2% above Sterling (six-month) London Interbank Offered Rate (LIBOR) over the long-term and a volatility rate equal to one third or below that of equity markets as measured by the MSCI World Equity index.

Fund Details