Targeted Absolute Return
FTSE 100 TR GBP
Open Ended Investment Company
The Sub-fund has an absolute return objective, aiming to achieve positive returns over rolling twelve-month periods at lower levels of volatility than experienced in traditional balanced funds. Please note: capital invested in the Sub-fund is at risk, there is no guarantee that a positive return will be achieved over a rolling twelve-month, or any other, period. The Sub-fund is broadly diversified across asset classes with limits on exposure to different classes, wherever possible seeking low correlation of returns between the classes and low volatility in the Sub-fund’s overall value. The Sub-fund is prepared to hold high proportions in cash and other lower-risk assets in pursuit of the objective. The Sub-fund may invest in the following asset classes: transferable securities, money market instruments, units or shares in collective investment schemes, and cash deposits. No more than 10% of the Sub-fund’s total assets may be invested in collective investment schemes.
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