Investors seeking real returns above cash through the market cycle (typically seven-year periods) but also require capital preservation and downside protection over the shorter term (typically one-year periods). This Fund is suitable for investors with a medium- to long-term investment horizon and is Regulation 28 compliant.
The Fund aims to outperform CPI + 4% per annum over the medium-term by generating consistent positive returns while protecting capital over rolling 12-month periods.
These portfolios typically have no or low equity exposure, resulting in higher interest yields and stable capital values with the probability of capital losses over the shorter term (3 months) highly unlikely. These portfolios typically target returns in the region of 1% – 3% above inflation before tax over the long term.
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