N-e-FG Moderate Portfolio - June 2019

The investment objective of the portfolio is to achieve an adequate amount of real growth (after inflation) while managing risk in the medium term. The portfolio aims to achieve market-linked performance at reduced levels of volatility.

The return objective of the portfolio is to outperform inflation (CPI) with 5% over a 4 year rolling period with no negative growth over a 24-month rolling period. Please note that 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 Medium Equity Unit Trust Funds. 

 

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