N-e-FG Aggressive Portfolio - December 2016

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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