Targeted Absolute Return
UK Base Rate PR
Open Ended Investment Company
The Sub-fund aims to achieve (after deduction of costs): • an annualised return over rolling five-year periods that is at least 3.5% more than UK Base Rate • a positive return over rolling three-year periods • annualised volatility of returns over rolling five-year periods that is below 10%. The Sub-fund will gain exposure to a wide range of asset classes. The Sub-fund is actively managed and the investment manager has the discretion to invest in any country or economic sector.
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