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. 

 

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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