Analytics Cautious Fund of Funds
Asset Allocation

Low

Domestic - asset allocation - prudential low equity

Inflation (CPI) over rolling 3 - 5 years

Equities: 20% (maximum 40%)
Bonds: 15%
Listed property: 5%
Money market 45%

International: maximum permissible

• Aims to provide moderate levels of capital growth and a reasonable amount of income.
• Will invest primarily in money market and bond funds with a low holding in equities and listed property.
• Capital preservation with low levels of investment volatility is paramount.
• The probability of capital loss over the medium to long-term (3-5 years) should be low.
• The allocation across asset categories (equities, listed property, bonds and money market) is actively managed and altered according to market conditions.
• The fund is managed within prudential guidelines and is suitable for retirement fund investors (Regulation 28 compliant).