N-e-FG Stable Portfolio - June 2018

The investment objective of the portfolio is to achieve a reasonable level of current income and seek to preserve capital in real terms (after inflation), with low to moderate volatility over the medium to long-term.

The portfolio return objective is to outperform inflation (CPI) with 3% over a 3 year rolling period with no negative growth over a 12-month rolling period. Please note this is not a guaranteed portfolio.

The portfolio aims to maintain above average performance on a risk-adjusted return basis, against all listed Multi-Asset Low Equity Unit Trust Funds. 

 

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