Pathway funds

Our Pathway funds aim to generate long-term capital growth by targeting specific levels of volatility with returns appropriate to individual investor risk profiles. Each multi-asset fund is fully diversified and can include equities, bonds, property, cash and alternatives. Alternatives may include, but are not limited to: oil, gold, soft commodities and industrial metals.

This is a low risk multi-asset fund that invests in a diversified range of global asset classes, including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth, with a low target volatility of 0.5-2% over a rolling five year period.

  • Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
  • Its aim is to generate long-term capital growth.
  • Low target volatility of 0.5-2% over a rolling five year period.
  • Risk rating: 2

This is a low to medium risk multi-asset fund that invests in a diversified range of global asset classes, including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth, with a volatility range of 2-5% over a rolling five year period.

  • Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
  • Its aim is to generate long-term capital growth.
  • A target volatility of 2-5% over a rolling five year period.
  • Risk rating: 3

This is a medium risk multi-asset fund that invests in a diversified range of global asset classes, including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth, with a volatility range of 5-10% over a rolling five year period.

  • Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
  • Its aim is to generate long-term capital growth.
  • A target volatility of 5-10% over a rolling five year period.
  • Risk rating: 4

This is a medium to high risk multi-asset fund that invests in a diversified range of global asset classes, including equities, bonds, property, cash and alternative assets. Its aim is to generate long-term capital growth, with a volatility range of 10-15% over a rolling five year period.

  • Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
  • Its aim is to generate long-term capital growth.
  • A target volatility of 10-15% over a rolling five year period.
  • Risk rating: 5

Pathway 6 is a high risk multi-asset fund investing in a diversified range of global asset classes, including equities, bonds, property, cash and alternative assets. It aims to generate long-term capital growth, with a high target volatility of 15-25% over a rolling five year period.

  • Diversified range of asset classes including equities, bonds, property, cash and alternative assets.
  • Its aim is to generate long-term capital growth.
  • High target volatility of 15-25% over a rolling five year period.
  • Risk rating: 5
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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