MDD Category: Multi-Managed Funds

The fund aims to achieve higher than average capital growth over the long term. High volatility and capital fluctuations may be experienced in the short-term.

The primary objective of this multi-asset fund is to provide investors with capital growth over the long-term. The fund aims to generate a return of CPI + 5% per year over any rolling 5-year period.

The Fund targets long-term capital growth at moderate levels of volatility and follows a moderate aggressive risk profile. The Fund is actively managed and broadly diversified across equities, bonds, money market instruments and listed property, including offshore investments.

The fund aims to generate capital growth over the long-term as well as a reasonable level of income. This is an actively managed low equity fund, and capital stability is achieved through diversification across a variety of high-yielding assets.