INVESTMENT AND RETURN OBJECTIVE
The Fund aims to return CPI + 3% per annum through a full interest rate cycle while providing stability by
aiming never to lose capital over any rolling 3 month period.
INVESTMENT PROCESS
This Fund invests in local and offshore money market, bonds, property, preference shares, inflation-linked
bonds and derivatives to meet the investment objectives. Fund performance can be generated from taking interest rate views or duration, yield enhancement via credit instruments, asset allocation between income producing asset classes, offshore exposure and also via the use of derivatives.

Instrument Details  

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