If you are looking for a fund that is designed to achieve competitive returns in all market conditions, the Multi Asset Strategic Fund could suit you.
We keep the portfolio under constant review, adjusting the balance of investments in response to the evolving economic climate, depending on what offers the best opportunities. The investment philosophy underpinning the fund is based on "The Economic Cycle" investment theory.
Multi Asset Strategic Fund benefits
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we spread your money across five different investment types – bonds, shares, cash, commodities and property companies
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we change the composition of the portfolio according to trends in the global economy
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you get regional diversification from global investments
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two sources of growth potential – both capital appreciation and the regular income from shares dividends, and cash and bond interest
Why is this an attractive investment option?
This investment could suit you if you:
- want an instant portfolio offering broad diversification
- have a cautious investment outlook and want a fund that could do well in a wide range of market conditions
- are looking for a core fund that you can complement with specialist holdings
- believe a defensive fund might be right at the moment but want to be able to benefit if the outlook changes
The value of the fund can go down as well as up so you may get back less than you invested. As these funds invest overseas, the return may increase or decrease as a result of currency fluctuations.
Please be aware that you will be out of the market while the transfer is pending and may suffer loss of income and/or growth if the market moves during this time.
