Mandate Overview23 Mar 2017
The objective of this multi asset portfolio is to provide investors with income and conservative capital growth with a focus on capital preservation. The portfolio aims to generate a return of CPI + 2-3% p.a. over any rolling 3 year period and is aimed at the low risk investor as it is limited to a maximum of 40% exposure to equities . The portfolio adheres to the guidelines set by Regulation 28.