Multi Asset Q2 investment update

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Managed Fund team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

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 Sustainable Multi Asset 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.

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

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.