N-e-FG Moderate Portfolio - September 2020

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. 

 

N-e-FG Aggressive Portfolio - September 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. 

N-e-FG Stable Portfolio - September 2020

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. 

 

N-e-FG BCI Income Provider Fund - September 2020

The investable universe of the portfolio includes interest-bearing securities (including, but not limited to bonds, convertible bonds, debentures, corporate debt, cash deposits and money market instruments) as well preference shares, equity securities, property securities, convertible equities, derivatives and non-equity securities and assets in liquid form.

 

 

N-e-FG BCI Flexible Fund - September 2020

The portfolio may invest in financially sound global and local equity securities, government, corporate and inflation-linked bonds, debentures, non-equity securities, property shares, property related securities, preference shares, money market instruments and assets in liquid form.

 

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