Family Sovereign Fund

What is this fund factsheet for?

Where is the fund invested?

The Family Sovereign Fund aims to achieve long-term growth, while spreading risks across a wide range of investments. It invests mainly in both UK and overseas shares, along with fixed interest investments and property. It may also invest in alternative investments, money market instruments and cash. The Family Sovereign Fund may achieve this by investing in one or more funds.

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
Various - see the ‘Past performance’ table below

Launch date
April 1999

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.