1. Objective

    The Multi Asset Growth Fund aims to deliver attractive returns over the long term, but with lower volatility than investors experience in equity markets.

    The value of investments and any income from them may go down as well as up and you or your client may not get back the amount originally invested.
  2. Meet the Managers

  3. Actual investors think in decades.

    Not quarters.
    Find out more
  4. Key Information

    Launch Date 8 December 2015
    The Investment Association Sector Specialist
    XD Date Last day of June and December each year
    Distribution Last day of August and February each year
    Pricing Valuation point 10am daily, swinging single price

    Please bear in mind that past performance is not a guide to future performance.

    The value of your investment may go down as well as up, and you may not get back the amount invested.

    *These ratings are designed for use by professional advisers and intermediaries as part of their advice process. These ratings are not a recommendation to buy. If you need further information or are in doubt then you should consult a professional adviser.

     

  5. Investment Choice and Charges

    Share Class ISIN Number SEDOL Number Min. Investment Min. Top Up Ongoing Charges* Initial Charge
    B Acc GB00BY9C5Y31 BY9C5Y3 £1,000 no minimum 0.60% 0%

    * Interim figures as at 31/12/2018

    A further explanation of all the charges and costs relating to this Fund can be found in the Enhanced Disclosure of Fund Charges and Costs document.

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