WS Canlife Portfolio VI Fund C Accumulation

The fund aims to achieve growth in capital over at least five years while seeking to remain in risk band 6 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, including in emerging markets, with at least 90% exposure to equities, bonds, cash, money market instruments, and property. The fund's risk level is managed by varying the weighting of the asset types held, with the asset mix reviewed and adjusted regularly to stay within its risk level.

Investors should be aware that the fund's risk level restrictions 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-vi-fund/