INVESTMENT AND RETURN OBJECTIVE
The Fund aims to return CPI + 5% per annum over a full market cycle with less capital risk than the average balanced fund.
INVESTMENT PROCESS
The Fund invests in a diversified portfolio including cash, capital markets, equities and property, with active asset allocation. Derivatives can be utilised to reduce downside risk when pricing warrants this. The equity selection is active. The Fund is well diversified globally and the offshore allocation and currency exposure is managed actively.
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