The investment objective of the portfolio is to provide capital growth and risk exposure predominantly in line with global equity markets. The base currency of the portfolio is GBP sterling.The portfolio is diversified through exposure to range of geographies, sectors and sizes(large, medium and smaller-sized companies).
This diversification is designed to limit the vulnerability to fluctuations of any one particular sub-asset class and to help ensure the portfolio remains in line with its investment objective.
Grow 8
Source: RAM, Morningstar Direct. Returns all net of underlying costs and DFM fees, but excludes any adviser and platform charges.
UK CPI: Consumer Price Index is an indication of inflation and has a 1-month lag.
Past performance is not a guide to future performance. The value of an investment, and any income from it, can fall or rise. Investors may not get back the full amount they invest. Investment in the portfolio carries the risk of potential total loss of capital.
* Performance data from 30/11/2015 to 18/04/2022 is calculated using a simulated track record provided by SEI Global Investment Management Limited. Performance from 19/04/2022 to latest month end is an actual live track record, sourced from SEI. Unlike actual performance, simulated results do not represent an actual fund track record. The data shown relates to simulated past performance. Simulated past performance is not a reliable indicator of future results. This simulation does not represent SEI’s ability within the underlying funds to make decisions on which positions to include. There is no guarantee this algorithm will be successful in the future or that the same algorithm would have been used if the fund was actually being managed at the time. More information about the simulation is available upon request. Performance shown may differ from the MPS performance across platforms due to slight variations of the way cash is held and the platform interest rates paid on cash.