Multi Asset Q3 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 Defensive Growth Fund aims to achieve (after deduction of costs): an annualised return over five years that is 3.5% more than UK Base Rate, a positive return over three-year periods and annualised volatility of returns below 10%. There is no guarantee that a positive return will be achieved over three year periods, or any time period, and capital may be at risk.

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.

Actively-managed exposure to different asset classes, compatibility with a 'sustainable economy', and attractive returns over the long term at lower risk than equities.

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.