The returns shown are to 30 April 2022 and are before tax but after a 0.31% annual fund management fee charged by Simplicity. Please note that past performance is not a reliable indicator of future performance and return periods may differ.
The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility).
A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.
Sugar gives you the opportunity to invest in a product that seeks high returns, minimises fees & aims to be socially responsible.