The fund aims to make a positive return, in line with inflation, whilst also targeting an annual income distribution of between 3% and 5% when measured over a period of at least five years, although neither of these objectives is guaranteed. Over shorter periods, the fund may lose value as it invests in securities that can go both up and down in price. It looks to achieve this by investing in different with a focus on riskier assets such as company shares, and smaller holdings in bonds.
Freetrade is your gateway to commission-free investing. Join over 1.6 million users using the Best online trading platform, as voted at the British Bank Awards for six years running.
Freetrade does not provide investment advice and individual investors should make their own decisions or seek independent advice. The value of investments can go down as well as up and you may receive back less than your original investment. Past performance is not a reliable indicator of future returns. Freetrade is a trading name of Freetrade Limited, which is a member firm of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales (no. 09797821).
© 2026 Freetrade, All rights reserved. The Apple logo is a trademark of Apple Inc. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.