Skip to content This fund aims to deliver attractive risk-adjusted returns with capital preservation focus by investing flexibly across global asset classes. It allocates the portfolio dynamically across global equities, fixed income, and cash with active asset allocation calibrated to a prudent risk profile, with emphasis on downside protection. The strategy employs MFS Investment Management's research-led multi-asset approach with focus on capital preservation, employing flexible positioning to navigate changing market conditions. Through prudent multi-asset investment emphasizing capital preservation with growth potential, the fund provides defensive multi-asset exposure with downside focus, appropriate for cautious investors seeking moderate returns with reduced drawdown risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +2.20% | +2.20% |
| 3-Year Return | +32.83% | +9.90% |
| 5-Year Return | +20.68% | +3.83% |
| All Time Return | +67.50% | +5.32% |
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