The fund's objective is to provide investors with an even balance between growth and income over the long term.
The Fund's portfolio provides exposure to a selection of growth orientated Unit Trusts and also provides capital stability and income via lower risk money market/ income Unit Trusts. The fixed interest component reduces the risk of capital volatility and ensures that the portfolio retains a moderate risk/return profile.
The equity exposure level is a factor of the fund manager's analysis of the equity market's price levels and the equities potential to provide positive returns. The equity exposure could be as high as 65% of the total portfolio. The Fund's risk profile varies depending on the stated level of equity exposure.