Our Investment Strategies
Performance Scenarios
The performance information shown below for the Next Generation Investment Strategies includes all product costs [including any associated advisor and distribution product costs]. The performance figures shown do not take into account your personal tax situation, which may also affect how much you get back.
The returns you will get from the product depend on future market performance. Market developments in the future are uncertain and cannot be accurately predicted. The 'Favourable', 'Moderate', and 'Unfavourable' performance scenarios shown in the table below are illustrations using respectively the best, average, and worst performance of the product over the last 12 years. Markets could develop very differently in the future. The 'Stress' scenario shows what you might get back in extreme market circumstances.
Past Performance
This webpage provides you with key information about the investment product. The information is not marketing material. It is required by law to help you understand the past performance of this product and to help you compare it with other products. Past performance is not a reliable indicator of future performance as markets could develop very differently in the future. The chart below shows the fund's performance as the percentage loss or gain per year since inception. It can help you to assess how the fund has been managed in the past. Performance data has been calculated including tax, ongoing charges and portfolio transaction costs, and excluding entry and exit charges, in {investment_currency}.
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Where no past performance is shown, there was insufficient data available in that year to chart the performance.
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