The Diversified Target Return Fund aims to deliver positive returns on an annual basis with the prospect of long-term capital growth commensurate with investment in equities . The managers aim to profit from long-term investment themes as well as non-directional and asset class specific opportunities. Risk management is embedded into the process with an emphasis on the downside protection. 

As a complete and balanced portfolio of different asset classes in a single fund, we believe the Fund is ideal as a core portfolio holding and can be a useful tool for balancing portfolio risk.

Key benefits:

• A diversified multi-asset, multi-manager portfolio with a degree of embedded downside protection and the flexibility to move tactically between asset classes
• Investments are linked to asset class specific opportunities, non-directional growth strategies and longer-term global themes
• Manager select investments from a global universe of externally managed funds and strategies, allowing the most effective implementation of our investment ideas
• Managers will often isolate the returns they expect from specific strategies while hedging out underlying market direction risk. Market exposure is ofetn structured to participate in upside while limiting downside

Please note the value of investments and any income will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested

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