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.
  • Uses Environmental, Social and Governance (ESG) considerations to help select which companies to invest in.
  • 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

  • 3% in cash.
  • 12% in government bonds.
  • 49% in corporate bonds.
  • 2% in higher yielding bonds.
  • 32% in global shares.
  • 2% 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.

Already got a Virgin Money Unit Trust?

To top up please make sure you've seen the Key Investor Information.

Then give us a call on

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