Our investment strategy is to manage the portfolio on an active basis, combining long-term Strategic Asset Allocation and short-term Tactical Asset Allocation strategies that aim to generate a high risk-adjusted, long-term total return (comprising of both capital growth and income). The investment strategy has been designed to pursue positive real returns over five-year rolling periods. Equity exposure is limited to 60% of the portfolio value within this actively managed fund.

The fund’s long-term Strategic Asset Allocation is based on proprietary, systematic modelling with its roots in global best practice. Short-term Tactical Asset Allocation is based on fundamental analysis and an assessment of where the most attractive expected returns are available. A robust approach to risk management, coupled with investments in high income yielding assets is expected to lead to the sustainability of returns.