01Focus on defensive returns, with capital preservation, over the long-term |
02Seeks to generate returns primarily from income – targeting around 4% yield p.a. (payable monthly)1 |
03Aims for volatility of less than 50% of UK equities1,2 |
Launched in September 20123, with a focus on capturing returns while minimising drawdowns, the Fund has a track record of protecting the downside and minimising losses during episodes of market volatility.
Figure 1: Attractive upside skew versus UK equities
Past performance is not a reliable indicator of future results, losses may be made.
Diversified Income Fund average monthly gain and loss as a proportion of UK Equities average gain and loss.
Source: Ninety One, in GBP gross of fees and taxes with income reinvested, UK Equity returns are for FTSE All Share Index, from 1 September 2012 to 31 August 2020.