N-e-FG Aggressive Portfolio - June 2020

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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