LU1241524880UCITS FundThe Fund aims to provide a return on your investment through a combination of capital growth and income commensurate with a relatively high level of risk. The Fund will seek to achieve its investment objective by obtaining indirect exposure to equity securities (e.g. shares), equity-related (ER) securities, fixed income (FI) securities (such as bonds), FI-related securities, alternative assets (such as property and ‘hard’ commodities, but excluding ‘soft’ commodities), cash and deposits. FI securities include money market instruments (MMIs) (i.e. debt securities with short term maturities). ER securities and FI-related securities include financial derivative instruments (FDIs) (i.e. investments the prices of which are based on one or more underlying assets). ‘Hard’ commodities are commodities which are natural resources that are mined or extracted (e.g. gold, aluminium, copper, oil and natural gas) and ‘soft’ commodities are commodities which are agricultural products or livestock (e.g. corn, wheat, coffee, sugar, soybeans and pork). It is intended that the Fund’s exposure (direct and indirect) to equity securities will not exceed 90% of its net asset value, however, this exposure may vary over time.
| Period | Fund |
|---|---|
| 1 Year | +15.65% |
| 3 Years p.a. | +15.37% |
| 5 Years p.a. | +6.74% |
| 10 Years p.a. | +7.59% |
| Since Inception | +6.78% |
Figures as of 2026-10-02. Data from FundFacts API; not investment advice.