Diversified Target Return Fund

The Diversified Target Return (DTR) Fund looks to spread investment risk by selecting from a wide asset range to achieve the optimal blend of investments for different market conditions.

As well as traditional financial asset classes like shares, bonds and cash, the fund can also include:

• Absolute Return funds
• Commodities
• Property funds

Steadier investment returns

The Diversified Target Return Fund can help to address the high volatility that stock markets sometimes experience.

Many investors want to capture stock market returns but don’t want the extreme ups and downs that can accompany investment in shares alone. For these investors, the fund aims to deliver steadier, more consistent performance.

It’s important to be aware that the fund will not have the potential to deliver quite as high returns as a pure share-based fund – but nor should it experience sharp falls. However, like all stock market-based investments, the fund is not guaranteed and can fall in value and you may not get back your full investment.

The Fund may be suitable for:

• Direct investment
• Investing in an ISA
• ISA transfers
• SIPP investment.

The Fund is not suitable for:

• Investors who cannot take any risk with their capital
• Investors who need to access their capital within less than five years*
• Investors who want to take a high level of risk to maximise investment returns

* Note: This fund has no fixed investment term (and money can be withdrawn at any time). However, it is recommended that investors commit capital for at least five years.

How can I find out more?

Click on the links below for more details on the Diversified Target Return Fund or contact us.

  DTR Fund- Brochure

  DTR Fund - Factsheet

To order a hard copy of any of the above, please use our literature ordering service.

* Please read the Simplified Prospectus and appropriate Fund Information Supplement before you apply