Family Global Fund

What is this fund factsheet for?

Where is the fund invested?

The Family Global Fund is currently solely invested in the OneFamily Global Mixed (B) fund.

The objective of the OneFamily Global Mixed (B) fund is to achieve medium to long-term growth by investing in a combination of higher risk and lower risk investments. To achieve its objective the Fund invests in one or more collective investment schemes.

The Fund will aim to invest a maximum of 85% indirectly in higher risk assets like global equities, with the remainder investing indirectly in lower risk assets, for example corporate bonds, gilts, money market funds and cash.

What are the risks?

We invest in stocks and shares because we believe there is good potential for growth over the long-term. However, there is no guarantee that this will happen and the value of the investment can fall as well as rise. This means that it is possible to get back less than has been paid in.

Annual management charge
1.95%

Launch date
June 2013

Last updated
20 July 2026

Fund manager
OneFamily

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Important

OneFamily cannot offer financial advice, but we are happy to provide information about our products and answer any questions that do not require advice. If you think getting independent financial advice could help you make an informed decision, please keep in mind that there will be costs involved.