Multi-asset funds
If you’re happy to build your own portfolio you can by using our full range of funds. You can invest in as many funds as you like, the choice is yours.
By using our full range of funds you can choose whether to invest for growth by choosing accumulation units or for income using distribution units.
To help you choose your fund, take a read of our guide to understanding risk, but please remember that the decision of whether to invest and where is your decision. We’re unable to provide you with any advice.
If you prefer not to build your own portfolio, take a look at how you can use our ready-made funds or if you’d rather use our index-tracking funds, check out our track the market funds.
Distribution Trust
Aims to provide a combination of income and growth.
Asset Class: Multi-Asset
Region: Worldwide
Future World Multi-Index 4 Fund
Aims to provide a combination of growth and income while staying within its pre-determined risk profile (4). Within this objective, aims to invest at least 50% in investments that incorporate environmental, social and governance criteria.
Asset Class: Multi-Asset
Region: Worldwide
Future World Multi-Index 5 Fund
Aims to provide a combination of growth and income while staying within its pre-determined risk profile (5). Within this objective, aims to invest at least 50% in investments that incorporate environmental, social and governance criteria.
Asset Class: Multi-Asset
Region: Worldwide
Mixed Investment 0-20% Fund
GROWTH OPTION: Aims to provide a combination of growth and income.
Asset Class: Multi-Asset
Region: Worldwide
Mixed Investment 0-35% Fund
GROWTH OPTION: Aims to provide growth above the Bank of England base interest rate per annum over three year rolling periods, before the deduction of any charges.
Asset Class: Multi-Asset
Region: Worldwide
Mixed Investment 20-60% Fund
GROWTH OPTION: Aims to provide a combination of growth and income.
Asset Class: Multi-Asset
Region: Worldwide
Mixed Investment 40-85% Fund
GROWTH OPTION:
Aims to provide a combination of growth and income.
Asset Class: Multi-Asset
Region: Worldwide
Mixed Investment Income 0-35% Fund
INCOME OPTION: Aims to provide a combination of income and growth.
Asset Class: Multi-Asset
Region: Worldwide
Mixed Investment Income 20-60% Fund
INCOME OPTION: Aims to provide a combination of income and growth.
Asset Class: Multi-Asset
Region: Worldwide
Multi Index 3 Fund
Aims to provide a combination of growth and income while staying within its pre-determined risk profile (3).
Asset Class: Multi-Asset
Region: Worldwide
Multi Index 4 Fund
Aims to provide a combination of growth and income while staying within its pre-determined risk profile (4). The Fund’s potential gains and losses are likely to be limited by the objective to stay within its particular risk profile.
Asset Class: Multi-Asset
Region: Worldwide
Asset Class: Multi-Asset
Region: Worldwide
Multi Index 5 Fund
Aims to provide a combination of growth and income while staying within its pre-determined risk profile (5). The Fund’s potential gains and losses are likely to be limited by the objective to stay within its particular risk profile.
Asset Class: Multi-Asset
Region: Worldwide
Asset Class: Multi-Asset
Region: Worldwide
Multi Index 6 Fund
Aims to provide a combination of growth and income while staying within its pre-determined risk profile (6). The Fund’s potential gains and losses are likely to be limited by the objective to stay within its particular risk profile.
Asset Class: Multi-Asset
Region: Worldwide
Asset Class: Multi-Asset
Region: Worldwide
Multi Index 7 Fund
OBJECTIVE: Aims to provide a combination of growth and income while staying within its pre-determined risk profile (7). The Fund’s potential gains and losses are likely to be limited by the objective to stay within its particular risk profile.
Asset Class: Multi-Asset
Region: Worldwide
Asset Class: Multi-Asset
Region: Worldwide
Multi Index Income 4 Fund
OBJECTIVE: Aims to provide a combination of income and growth while staying within its predetermined risk profile (4).While this will be the Fund’s focus, the Fund will invest in assets that generate income over assets that grow in value so as to pay income to investors. The Fund’s potential gains and losses are likely to be limited by the objective to stay within its particular risk profile.
Asset Class: Multi-Asset
Region: Worldwide
Asset Class: Multi-Asset
Region: Worldwide
Multi Index Income 5 Fund
OBJECTIVE: Aims to provide a combination of income and growth while staying within its predetermined risk profile (5). While this will be the Fund’s focus, the Fund will invest in assets that generate income over assets that grow in value so as to pay income to investors. The Fund’s potential gains and losses are likely to be limited by the objective to stay within its particular risk profile.
Asset Class: Multi-Asset
Region: Worldwide
Asset Class: Multi-Asset
Region: Worldwide
Multi Index Income 6 Fund
OBJECTIVE: Aims to provide a combination of income and growth while staying within its predetermined risk profile (6).While this will be the Fund’s focus, the Fund will invest in assets that generate income over assets that grow in value so as to pay income to investors. The Fund’s potential gains and losses are likely to be limited by the objective to stay within its particular risk profile.
Asset Class: Multi-Asset
Region: Worldwide
Asset Class: Multi-Asset
Region: Worldwide
Multi Manager Balanced Trust
Growth option: Aims to provide capital growth by selecting funds invested in a broad range of asset classes.
Asset Class: Multi-Asset
Region: Worldwide
Multi Manager Growth Trust
GROWTH OPTION: Aims to provide growth by selecting funds invested in a broad range of asset classes.
Asset Class: Multi-Asset
Region: Worldwide
Multi Manager Income Trust
INCOME OPTION: Aims to provide income by selecting funds invested in a broad range of asset classes.
Asset Class: Multi-Asset
Region: Worldwide
Multi-Asset Target Return Fund
ACCUMULATION OPTION: Aims to achieve a total return of both income and capital of 5% above the Bank of England Base Interest Rate per annum over rolling three year periods, before the deduction of any charges. There is no guarantee that the objective will be met over any period and capital invested in the fund is at risk.
Asset Class: Multi-Asset
Region: Worldwide
Worldwide Trust
GROWTH OPTION: Aims to provide a combination of growth and income through funds invested in a broad range of asset classes.
Asset Class: Multi-Asset
Region: Worldwide
Risks:
Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.