Investors seeking real returns above cash through the market cycle (typically 7 year periods) but also require capital preservation and downside protection over the shorter term (typically 1 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 moderate equity exposure or in the case of bond funds, longer duration bond exposure, resulting in some capital volatility over the shorter-term. They are managed in such a manner that the probability of capital losses over one-year periods is unlikely. These portfolios typically target returns in the region of 3% - 4% above inflation over the long-term.
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