1. Annual Discrete Performance figures to 31 December each year

    Annual percentage return (Updated Quarterly)
      31/12/2013
    31/12/2014
    31/12/2014
    31/12/2015
    31/12/2015
    31/12/2016
    31/12/2016
    31/12/2017
    31/12/2017
    31/12/2018
    Class B-Acc 3.9% 6.6% 17.7% 15.0% -2.6%
    Sector Average 4.9% 2.7% 12.9% 10.0% -6.1%

    Periodic Performance

    All figures to 28/02/2019
      6 Months 1 Year 3 Years 5 Years
    Class B-Acc -6.0% 3.0% 42.6% 53.5%
    Sector Ranking 148/160 13/157 3/143 3/121
    Sector Average -3.9% -0.1% 24.9% 30.2%

    The value of your investment may go down as well as up, and you may not get back the amount you invested.
    IA Sector: Mixed Investment 40%-85% Shares. 
    Sector data based on B-Acc share class performance.
    Performance source: FE and relevant underlying index provider(s), single pricing basis, total return.
    Returns reflect the annual charges but exclude any initial charge paid.
    Please bear in mind that past performance is not a guide to future performance.

    Performance - 28/02/2019
    The value of your investment may go down as well as up, and you may not get back the amount you invested.
    Sector data based on B-Acc share class performance.
    Source: FE and relevant underlying index provider(s), single pricing basis, total return.
    Please bear in mind that past performance is not a guide to future performance.
    The graph is rebased to 100.
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