The Sentinel Fund range provides a promise that the value of an investment in the fund (before fees and charges are deducted) can never fall below 85% of the funds’ highest value.

With the funds recent strong performance, the protected price now rises for all investors – based on 85% of the highest fund value (gross of tax and charges).

Protected investing – balancing risk and reward

The Sentinel funds’ have been able to capture strong market performance, over the last year in particular, through increased exposure to risk assets. Tactical asset allocation decisions by the investment management team have also supported these strong returns.

With a return of 9.7%* over the last year, Sentinel II investors have shared in market returns, with the comfort of knowing they also have a high level of protection should it be needed.

*Source: Longboat Analytics. Performance for the 12 months to 17.06.24 is quoted gross of tax and charges.

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