Investment Objective
The Fund aims to maximise the chance of generating an average annual return of 6% above GBP deposit rates with a volatility of less than 10%. The Fund is a diversified portfolio of Defined Return Investments linked to major market equity indices. The product selection and portfolio management process leverages our proprietary product analysis platform in optimizing the risk and return metrics for each investment whilst adhering to the investment criteria of the Fund.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.1 | 0.9 | 0.0 | 0.8 | 0.6 | 0.8 | 0.4 | 0.9 | 0.2 | 0.6 | 0.1 | 1.0 | 0.1 | |
| 2022 | 0.4 | 0.0 | 0.9 | 0.4 | 0.9 | 0.3 | 0.1 | 0.9 | 0.9 | 1.0 | 0.8 | 0.6 | 0.2 |
