Investment objective

To provide investors with a diversified investment portfolio containing a balanced mix of equities and fixed income securities, to achieve a balance of growth and income from capital appreciation and distribution

Investor profile

Investors who prefer more stable investment returns or those who are relatively conservative with a bias towards receiving regular income but who also want meaningful medium to long-term capital growth

Investment strategy

The fund will invest in both the equity and fixed income securities of corporations that practise good corporate governance. The actual asset allocation decision between equity and fixed income securities is decided after considering the outlook for the stock and fixed income markets over the medium to long-term horizon. This entails studying relevant economic and business statistics in order to produce forecasts of stock market and interest rate trends. The fund's equities investment is subject to a minimum of 40% and maximum of 60% of the fund's NAV

 

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