FP Russell Investments ICVC - Multi Asset Growth Fund II Class C Income

The Fund aims to generate a return over the long term (5 years) by investing in global equity securities, fixed income securities, and alternative asset classes. Capital invested in the Fund is at risk, and there is no guarantee that the investment objective will be met.

The Fund will invest at least 80% of its assets in global equity securities, collective investment schemes, and other investments that provide exposure to alternative asset classes such as global property, infrastructure, commodities, and inflation-linked securities. The Fund's exposure to growth assets will be limited at 60% of the total fund's assets, and currency hedging techniques may be used to reduce exposure to currencies other than Sterling.

The Fund may use derivatives for efficient portfolio management and investment purposes. During certain market conditions, the Fund may hold up to 50% of its assets in cash. The Fund is risk-rated by Synaptic Risk Ratings, and performance can be assessed against the range of asset classes in which the Fund invests. It is recommended that this Fund may not be appropriate for investors who plan to withdraw their money within 5 years.

https://russellinvestments.com/uk/solutions/financial-advisers/multi-asset-growth-funds