Fund Objective

Seeking a reasonable level of growth this diversified portfolio has a moderate level of risk and typically invests in UK equity funds together with some overseas equity and fixed interest funds.

View on Past Performance

January saw global equity markets fall sharply with Japan performing best and Continental Europe at the opposing end. Despite government bond markets performing well, corporate bonds disappointed. The fund returned -6.7% aligned with its sector average

Future Expectations

Given our long term strategic portfolio positioning, we don't incorporate short term views into portfolio positioning; leaving this to the underlying funds' managers. Our portfolio has the potential to deliver strong relative returns irrespective of the prevailing market environment as we focus on a concentrated list of high conviction, high alpha specialist fund holdings, blended to reduce unnecessary risk.

Fund Details