Multi Asset Q2 investment update

The Multi Asset Growth Fund aims to achieve (after deduction of costs): an annualised return over five years that is 3.5 per cent more than UK Base Rate, a positive return over three-year periods and annualised volatility of returns below 10 per cent.

The Diversified Growth Fund aims to achieve (after deduction of costs) an annualised return over five years that is at least 3.5 per cent more than UK base rate, a positive return over three-year periods and annualised volatility of returns below 10 per cent.

The Worldwide Diversified Return Yen Fund aims to provide capital growth over the long term at a lower risk than that of equity markets by investing in a multi-asset portfolio.

Actively-managed exposure to different asset classes, seeking to deliver a good level of return over the long-term within clear risk and carbon limits.

Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.

We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.