This fund is Prudential Guideline Compliant. In order to generate sufficient real returns and outperform its return benchmark the fund will have a high exposure to growth assets, including listed property and will significantly favour equity assets while also including other growth assets. The fund will attract short-term volatility as result of an equity exposure of a maximum of 75%.
The fund employs a "building-block approach" whereby a variety of specialist managers are selected based on skill, expertise and benchmark out performance of mandates selected for each asset class.
The objective of this fund is to provide the investor with a high level of capital appreciation, resulting in superior real returns over the longer term. The fund is ideal for investors who are looking to achieve high real returns and whom are comfortable with significant short-term volatility. The fund is designed to achieve a real rate of return in excess of CPI plus 6% over rolling 5 year periods, aiming to preserve capital over any 36 months.