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.
Low probability of capital loss over the medium to long term (3-5 years).
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).