INVESTMENT AND RETURN OBJECTIVE
The Fund aims to return CPI + 4% per annum over the medium term by generating consistent positive returns while protecting capital over rolling 12-month periods.
The Fund invests in cash, capital market instruments and equities with an active asset allocation overlay. The equity component of the Fund is protected to reduce the risk of capital loss. The Fund is thus structured to optimise returns in positive market cycles and to protect capital during negative periods/cycles.