Acorn Life Managed High Equity

The Managed High Equity Fund is invested primarily in equities, with small allocations also allowed in fixed income assets, property and cash. It follows a broadly diversified approach by investing across global markets and different sectors. The mix of holdings is adjusted based on the manager’s outlook for individual assets and the global economy.

The Managed High Equity Fund is designed for investors willing to accept a medium-high level of risk in exchange for the prospect of higher expected returns over the medium to long term. It may suit someone with a time horizon of at least 7 years. The fund is not intended for investors who need capital to be secure, as its value can rise and fall.

The Managed High Equity Fund combines a high equity exposure with the flexibility to hold smaller amounts in other asset types such as fixed income, property and cash. Its broad diversification across global markets and sectors is a key feature. The fund is managed by HSBC Global Asset Management (UK) Limited, which actively adjusts the portfolio based on its outlook.

The Managed High Equity Fund carries market risk and currency risk. Market risk means the value of investments can fall if stock markets or other markets move down, while currency risk means changes in exchange rates can affect returns when the fund invests across countries using different currencies. As a medium-high risk fund, its capital is not secure and investors could get back less than they originally invested.