WS Canlife Portfolio VII Fund G Accumulation

The fund aims to achieve growth in capital over at least five years while seeking to remain in risk band 7 on a rolling three-year basis. There is no guarantee that the objective will be met, and investors may get back less than they invest.

The fund invests worldwide, including in emerging markets, with at least 90% allocated to equities, bonds, cash, money market instruments, and property. The fund's exposure to equities can be up to 100% of the portfolio value, with the ability to invest up to 10% directly in various asset classes. The asset mix is managed to control risk levels and is regularly reviewed and adjusted by an independent third party.

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 five years.

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