The objective of this portfolio is to provide investors with long-term capital growth from a portfolio that maintains a low risk profile. Investors will also be able to earn a reasonable amount of income.
The fund aims to achieve total returns in excess of inflation (CPI) + 3% over rolling 3 years and is ideal for cautious investors seeking capital growth at relatively low levels of volatility. The fund invests in collective investment schemes investing in equities, bonds, listed property and money market instruments, both locally and abroad and is managed to comply with the Prudential Investment Guidelines as prescribed within the Pension Funds Act. The fund is ideal for investors who do not wish to actively manage their portfolio.