The H4 CPI+6% Fund's objective is to provide the investor with a total return above the CPI index of 6% per annum on a rolling 72 month period, whilst at all times remaining within the guidelines of prudential funds.
The portfolio's investment universe will comprise primarily of listed equity securities, fixed interest securities, listed real estate and assets in liquid form. The portfolio will be broadly diversified across asset classes and is managed in accordance with prudential guidelines governing pension funds.