The Portfolio enables selective stock picking and reduces the equity exposure below the 75% level.
Equity markets have shown that they are the only asset class to consistently outperform inflation over the long term. Short term volatility is used to purchase good companies at good prices.
The fund’s investment strategy is to earn a return in excess of CPI (3 month lag) + 4% over the long term. This Portfolio is for the client who seeks long-term wealth creation with a similar risk appetite than the average person investing in pension funds. This portfolio typically has an investment horizon of more than three years.
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