1. Objective

    The Diversified Growth Fund aims to achieve (after deduction of costs): an annualised return over five years that is at least 3.5% more than UK Base Rate, a positive return over three-year periods and annualised volatility of returns below 10%. There is no guarantee that a positive return will be achieved over three year periods, or any time period, and capital may be at risk. The manager believes this is an appropriate benchmark given the investment policy of the Fund and the approach taken by the manager when investing.

    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. How we invest

    Our Diversified Growth Fund embraces the concept of diversification by investing across a very broad range of asset classes. We aim to achieve an attractive level of return over the long term and to deliver it with low volatility. The Fund offers a one-stop solution for an investor looking for an actively-managed portfolio invested across a broad range of traditional and non-traditional asset classes. We offer a portfolio that adapts to different investment environments to capture current opportunities.

  3. Actual investors imagine 'what if?'

    Not 'what is'.
    Find out more
  4. Meet the Manager

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    Fund Facts

    All figures to 31/07/2019
    Strategy Multi Asset
    Launch Date 22 December 2008
    Size £7,268.24m
    Comparative Index UK Base Rate

    This fund is currently closed to new investors.

  6. quote-icon
    In markets seduced by complexity, we believe in keeping things simple. We invest in what we believe to be the most competitive, innovative and efficient growth companies.
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