Spreads your money across shares and bonds, investing globally, adopting a cautious approach (in terms of risk) to growing your money.

At a glance

  • Potential for better growth than cash savings but with a higher risk to your investment.
  • You can access your money whenever you need to, but you should be ready to invest for at least five years.
  • Invests in a range of asset types, investing globally to improve diversification.
  • This fund normally pays dividends which can be taken or reinvested every six months - useful if you need an income from your savings.

Typical Fund Mix

  • 2% in cash.
  • 42% in corporate bonds.
  • 18% in government bonds.
  • 8% in higher yielding bonds.
  • 26% in global shares.
  • 4% in global property shares.

Remember, the value of your investments can go down as well as up and you may get back less than you invest.

This is a medium to long-term investment so you should be prepared to invest your money for at least five years.

Apply for your fund

Make sure you read and keep

You'll need your:

  • Bank details (for regular payments) or your debit card details (for lump sum payments).

Continue. Content opens in a new window. or Link opens in a new window apply for more than one fund.

If you would like to talk to us, just give us a call.

03456 10 20 20

We're here from 8am to 9pm Monday to Friday, 9am to 6pm Saturday.
Sorry, we're not open on bank holidays.

Our other funds

You can invest in any of our funds, in any combination, and switch between them whenever you like, for no extra charge.

Take a look at our other funds