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.

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Distribution Trust

INCOME OPTION:

To provide both income and long-term growth by investing in a diversified portfolio of bonds, shares and other assets. These may be selected from all economic areas.

Asset Class: Multi Asset

Region: Worldwide

Distribution Trust

Mixed Investment 0-20% Fund

GROWTH OPTION:

To provide long-term growth of capital and income by investing in a broad range of UK and overseas companies’ shares, bonds, cash and other assets. The fund will have a bias towards bonds with up to 20% of the fund having exposure to shares.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment 0-20% Fund

Mixed Investment 0-35% Fund

GROWTH OPTION:

To provide long-term growth which aims to exceed the Bank of England base rate over rolling three year periods by investing in a portfolio of companies in the UK and overseas, bonds and other assets. Up to 35% of the fund will be invested in shares.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment 0-35% Fund

Mixed Investment 20-60% Fund

GROWTH OPTION:

To provide income and long-term capital growth potential by investing in a portfolio of company shares, in the UK and overseas, and in a range of bonds and other assets. Between 20-60% of the fund will be invested in shares.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment 20-60% Fund

Mixed Investment 40-85% Fund

GROWTH OPTION:

To provide income and long-term capital growth potential by investing in a portfolio of company shares, in the UK and overseas, and in a range of bonds and other assets. Invests between 40-85% of the fund’s assets in shares with the remaining proportion invested predominantly in bonds.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment 40-85% Fund

Mixed Investment Income 0-35% Fund

INCOME OPTION:

The fund aims to deliver both an income and capital growth. The fund invests in a broad range of UK and overseas companies’ shares, bonds and other securities including those giving indirect exposure to commodities and property. The fund will have a bias towards bonds with up to 35% of the fund having exposure to shares.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment Income 0-35% Fund

Mixed Investment Income 20-60% Fund

INCOME OPTION:

The fund aims to deliver both an income and capital growth. The fund manager will aim to identify a combination of investments expected to produce high income (relative to that generally available from the investments permitted) together with the potential for capital growth. Between 20-60% of the fund will be invested in shares.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment Income 20-60% Fund

Multi-Asset Target Return Fund

ACCUMULATION OPTION:

The objective of this Fund is to provide long-term growth to achieve a total return of both income and capital at 5% above the Bank of England base rate per annum over rolling three year periods.

Asset Class: Multi Asset

Region: Worldwide

Multi-Asset Target Return Fund

Multi Index 3 Fund

OBJECTIVE:

The aim of the Fund is to generate capital growth and income, and to keep the Fund within a pre-determined risk profile. The Fund's potential gains and losses are likely to be constrained by the aim to stay within the risk profile.

Asset Class: Multi Asset

Region: Worldwide

Multi Index 3 Fund

Multi Index 4 Fund

OBJECTIVE:

The aim of the Fund is to generate capital growth and income, and to keep the Fund within a pre-determined risk profile. The Fund's potential gains and losses are likely to be constrained by the aim to stay within the risk profile.

Asset Class: Multi Asset

Region: Worldwide

Multi Index 4 Fund

Multi Index 5 Fund

OBJECTIVE:

The aim of the Fund is to generate capital growth and income, and to keep the Fund within a pre-determined risk profile. The Fund's potential gains and losses are likely to be constrained by the aim to stay within the risk profile.

Asset Class: Multi Asset

Region: Worldwide

Multi Index 5 Fund

Multi Index 6 Fund

OBJECTIVE:

The aim of the Fund is to generate capital growth and income, and to keep the Fund within a pre-determined risk profile. The Fund's potential gains and losses are likely to be constrained by the aim to stay within the risk profile.

Asset Class: Multi Asset

Region: Worldwide

Multi Index 6 Fund

Multi Index 7 Fund

OBJECTIVE:

The aim of the Fund is to generate capital growth and income, and to keep the Fund within a pre-determined risk profile. The Fund's potential gains and losses are likely to be constrained by the aim to stay within the risk profile.

Asset Class: Multi Asset

Region: Worldwide

Multi Index 7 Fund

Multi Index Income 4 Fund

OBJECTIVE:

The objective of this fund is to provide a combination of income and capital growth and to keep the fund within a pre-determined risk profile. While this will be the Fund’s focus, it will have a bias towards investments that pay a higher income.

Asset Class: Multi Asset

Region: Worldwide

Multi Index Income 4 Fund

Multi Index Income 5 Fund

OBJECTIVE:

The aim of the Fund is to generate capital growth and income, and to keep the Fund within a pre-determined risk profile. The Fund's potential gains and losses are likely to be constrained by the aim to stay within the risk profile.

Asset Class: Multi Asset

Region: Worldwide

Multi Index Income 5 Fund

Multi Index Income 6 Fund

OBJECTIVE:

The aim of the Fund is to generate capital growth and income, and to keep the Fund within a pre-determined risk profile. The Fund's potential gains and losses are likely to be constrained by the aim to stay within the risk profile.

Asset Class: Multi Asset

Region: Worldwide

Multi Index Income 6 Fund

Multi Manager Balanced Trust

GROWTH OPTION:

The objective of this fund is to provide long-term growth, whilst safeguarding against excessive risks.

Asset Class: Multi Asset

Region: Worldwide

Multi Manager Balanced Trust

Multi Manager Growth Trust

GROWTH OPTION:

Offers the opportunity to invest in a fund of funds, giving you the potential to achieve long-term capital growth.

Asset Class: Multi Asset

Region: Worldwide

Multi Manager Growth Trust

Multi Manager Income Trust

INCOME OPTION:

Offers you the opportunity to invest in a fund of funds, giving you the potential for a regular income and some growth.

Asset Class: Multi Asset

Region: Worldwide

Multi Manager Income Trust

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.