The fund’s objective is to provide a total return. substantialyy by way of income though with some capital appreciation. There may be a moderate risk to capital. The manager will invest the majority of the portfolio in fixed interest and equity instruments using predominantly passive strategies( that is, strategies designed to track the performance of particular indices, market sectors or asset classes). The manager will also make investments in other asset classes such as property, commodities and private equities. Such investments will be made indirectly through holdings in investment trusts, exchange traded funds or other intermediary vehicles with the objective of improving returns and controlling risk by increasing diversification within the portfolio. The asset allocation for the entire portfolio will be actively managed.
Not Disclosed (Started: Mar 27, 2008)
Seven Investment Management Limited
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