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. 

 

The investment objective of the portfolio is to achieve long-term capital growth by investing in equities. The portfolio aims to generate high levels of outperformance (alpha) by constantly searching for opportunities in the small, mid and large-capitalization sectors of the market.

The portfolio return objective is to outperform inflation (CPI) with 7% over a 7 year rolling period with no negative growth over a 5-year rolling period. High levels of volatility should be expected in the short term.

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

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