Skip to content This fund aims to deliver attractive total return through a combination of income and capital growth by investing across global equity and debt securities. It allocates dynamically across equity securities and debt securities of any credit quality issued by governments and corporations worldwide including emerging markets, with risk managed through diversification and tactical asset allocation. The strategy employs a multi-asset framework combining fundamental and quantitative research, dynamically adjusting equity and fixed income exposures to balance income generation, capital growth, and downside risk management. Through a global multi-asset income approach emphasizing total return with income, the fund provides diversified exposure across asset classes, appropriate for moderate-risk investors seeking income with growth potential and lower volatility than equity-only allocations. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +5.92% | +5.92% |
| 3-Year Return | +39.82% | +11.77% |
| 5-Year Return | +23.08% | +4.24% |
| 10-Year Return | +51.95% | +4.29% |
| All Time Return | +69.36% | +2.43% |
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