WS Canlife Portfolio IV Fund C Income

The fund aims to achieve growth in capital and income over at least five years, while seeking to remain in risk band 4 on a rolling three-year basis. There is no guarantee that the objective will be met over any time period and investors may get back less than they invest.

The fund invests worldwide (excluding emerging markets) at least 90% via other funds in equities, bonds, cash, money market instruments, and property. The fund's exposure to equities can be up to 60% of the portfolio value, with the ability to invest up to 10% directly in equities, bonds, cash, and money market instruments. The asset mix is managed by varying the weighting of asset types, informed by forecast returns for each asset type.

Investors should be aware that the fund's risk level is managed by varying the weighting of asset types, which may limit capital growth. Additionally, the fund may not be suitable for investors planning to withdraw their money within 5 years.

https://www.canadalifeassetmanagement.co.uk/multi-asset-solutions/ws-canlife-portfolio-iv-fund/