Glasses on money
Glasses on money

Sterling Cautious

Fund objective

The Sterling Cautious fund invests primarily in government and corporate bonds with a higher element of equity exposure than the Defensive funds.

The majority of the equity investments are large, well established UK Blue Chip companies with growth potential. The fund’s objective is capital security and moderate long-term capital growth.


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MSP9107 Fund summary » 67k

Past performance is not a guide to future performance. The value of any investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.

For full details of the available range of funds and their charges, please refer to the "Investments - Your guide" booklet, copies of which are available on request.