9:41

Moderate

3 Jul 201914 Aug 2026

Past performance is no guide to what this fund does next. Charges aren't shown here — they come out of your returns.

Where this fund is invested

Equities63%
Fixed income37%
View the 10 largest holdings

Percentages are rounded to the nearest point. Funds can also hold small amounts of cash or derivatives, and the mix may shift over time. The Aldervale factsheet has the full breakdown.

This fund keeps emissions low