Multi Strategy Fund Strategies

The Multi Strategy Fund helps you invest at a level of risk you're comfortable with.

The different strategies available each spread the investment across a different range of funds — from low risk cash funds to more adventurous equity funds.

Cautious Strategy: sterling

Risk level: Balanced

Investing in:

  • Bonds: this strategy focuses on a mixture of corporate bond and government bond (gilt) funds.
  • Cash: a limited exposure to cash funds.
  • Property: a limited exposure to property funds.

Find out more about the Fund portfolio: Cautious strategy factsheet (PDF)

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Conservative Strategy: sterling

Risk level: Balanced

Investing in:

  • Bonds: this strategy focuses on a mixture of corporate bond and government bond (gilt) funds.
  • Equity: some investment in UK equity funds. There is no investment in international equity.
  • Property: a limited exposure to property investment.
  • Cash: a very limited exposure to cash investment.

Find out more about the Fund portfolio: Conservative strategy factsheet (PDF)

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Balanced Strategy: sterling

Risk level: Progressive

Investing in:

  • Bonds: a mixture of corporate bond and government bond (gilt) funds.
  • Equity: investment in UK equity funds. There is no investment in international equity.
  • Property: a limited exposure to property investment.
  • Cash: a very limited exposure to cash investment.

Find out more about the Fund portfolio: Balanced strategy factsheet (PDF)

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Growth Strategy: sterling

Risk level: Progressive

Investing in:

  • Equity: a range of UK equity and some international equity funds.
  • Bonds: a mixture of corporate bond and government bond (gilt) funds.
  • Property: a limited exposure to property investment.
  • Cash: a very limited exposure to cash investment.

Find out more about the Fund portfolio: Growth strategy factsheet (PDF)

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Progressive Strategy: sterling

Risk level: Progressive

Investing in:

  • Equity: international and UK equity funds.
  • Bonds: a range of corporate bond funds. There is no investment in government bonds (gilts).
  • Property: a limited exposure to property investment.
  • Cash: a very limited exposure to cash investment.

Find out more about the Fund portfolio: Progressive strategy factsheet (PDF)

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Aggressive Strategy: sterling

Risk level: Adventurous

Investing in:

  • Equity: this strategy invests entirely in UK and international equity funds.

Find out more about the Fund portfolio: Aggressive strategy factsheet (PDF)

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Conservative Strategy: US dollar

Risk level: Balanced

Investing in:

  • Bonds: a range of US dollar denominated bond funds.
  • Cash: a range of US dollar denominated cash funds.
  • Equity: a limited exposure to US equity funds.

Find out more about the Fund portfolio: US dollar conservative strategy factsheet (PDF)

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Growth Strategy: US dollar

Risk level: Progressive

Investing in:

  • Equity: a range of international equity funds, and some UK funds.

Find out more about the Fund portfolio: US dollar growth strategy factsheet (PDF)

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More information

It should be remembered that the value of shares and the income from them can go down as well as up and cannot be guaranteed. The funds and fund managers utilised within each Strategy may vary and full details are available within the prospectus. Much of the growth in the value of the Cautious, Conservative and Balanced strategies will be achieved through the generation of income, which will be distributed to shareholders and reinvested.

An investment in a currency other than the shareholder's own base currency or in a fund that invests in securities denominated in currencies other than its base currency will be subject to the movements of foreign exchange rates, which may cause an additional favourable or unfavourable change in value. Consequently, investors may, on selling their shares, receive an amount greater or less than their original investment.