The fund aims to provide a stable stream of returns that beats the rate of inflation over the long term while at the same time minimising volatility and aiming to protect investors from losses as compared to the market. The fund aims to achieve a return similar to or better than the UK Retail Price Index. The fund can invest worldwide, however, it places particular emphasis on North America, Europe (including the UK) and the Asia Pacific Region (including Japan). This fund is actively managed. Income is reinvested into the fund.
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