What is the fund objective?
The fund offers investors long-term capital growth through a balanced mandate of global asset allocation, with access to emerging market growth opportunities. To achieve this, the fund invests across a broad range of asset classes including international equities, bonds, cash and property markets. Investments are made both directly into these markets, and indirectly through participatory interests in other collective investment schemes.
What is the investment process?
We believe our overall investment philosophy and governance processes are among our key strengths. Our investment process is the means by which we map our philosophy about markets to a portfolio. We believe our process is well designed to exploit opportunities as they arise. We integrate risk management into the fabric of our investment process with the aim of protecting the assets that we manage for our clients. Our portfolios follow a disciplined methodology in the selection of equities, fixed income, cash, offshore and other instruments as is applicable to the fund’s investment mandate.
Why invest in in this fund?
The fund is suited to investors seeking long-term capital growth through a balanced risk mandate across international asset classes.
How do I invest?
You will also need to review the relevant fund literature which can be found here.
If you are unsure if this fund is appropriate for your needs, speak to your financial advisor. Alternatively, if you do not require advice you can invest now.
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Annualised performance since 2013:
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