OneFamily Mixed Investment Fund

Where is the fund invested?

The objective of the Fund is to achieve long-term capital growth over a 5-year or longer period by investing in a range of UK equities and/or UK corporate bonds.

To achieve its objective the policy of the Fund is to invest in one or more collective investment schemes. These schemes may apply a screening process to avoid investing in certain types of companies, such as those that manufacture controversial weapons.

The benchmark for the performance of the Fund will be in line with the index that the underlying collective investment scheme(s) track.

There is a 70/30% asset allocation where the 70% is in favour of UK Equities. The Fund’s overall asset allocation will vary over time due to differing performance of the underlying investments. The fund is regularly reviewed and rebalanced if investments move away from the target asset allocation.

What are the risks?

We invest in stocks and shares and bonds 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.