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The Defined Growth Fund aims to generate an annualised net return of 7% (USD) over the medium to long term, with reduced sensitivity to equity market falls. The Fund will do so via an actively managed exposure to a portfolio of autocallable instruments linked to major equity indices. The instruments are backed by G7 Government Bonds, reducing counterparty bank risk.
For investors requiring a regular income, the Fund also has distributing share classes that pay out 5% p.a. (paid quarterly in USD or GBP), or 4% p.a. (paid quarterly in EUR) of the share class NAV.
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