Objective
Launched in April 2010 as the Diversified Opportunities Fund with the aim of providing investors solid risk-adjusted returns over the medium to long term. The Fund invests in collective investment schemes and exchange traded funds to achieve a broad spread of asset classes on a global basis, targeting an overall level of volatility less than that of equity markets.
The Multi-Asset Fund is an actively managed, low-cost, fund of funds investment approach, which provides a high level of diversification in one convenient fund.
Main benefits
- A highly diversified, actively managed, investment strategy
- Low investment charges with no performance fees
- Low investment entry level
- Minimum for additional investment
Ideal solution for
- Individual investor
- Pension schemes
- Retirement Annuity Trust Schemes (RATS) and trusts
| A Class | B Class | C Class | |
|---|---|---|---|
| Minimum Investment | £ 10,000 | £ 25,000 | £ 100,000 |
| Minimum Additional | £ 1,000 | £ 5,000 | £ 10,000 |
| Expense Ratio * | 1.5% | 1% | 0.5% |
*Expense Ratio is inclusive of the fees due to the Investment Manager, Custodian and Administrator as well as other operating expenses of the fund.
Past performance is not necessarily a guide to future performance. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment.
Important information
Contact us
Nigel Garrard, VP, Investment Strategy
Stef Finetti, VP, Business Development