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Analytics Ci Cautious Fund of Funds
Asset Allocation
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Risk profile*
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Low
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Fund classification
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Domestic - asset allocation - prudential low equity
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Long-term
performance target
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Inflation (CPI) over rolling 3 - 5 years
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Long-term target asset allocation
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Equities: 20% (maximum 40%)
Bonds: 15%
Listed property: 5%
Money market 45%
International: maximum permissible
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Fund description
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- Aims to provide moderate levels of capital growth and a reasonable amount of income.
- Will invest primarily in money market and bond funds with a low holding in equities and listed property.
- Capital preservation with low levels of investment volatility is paramount.
- The probability of capital loss over the medium to long-term (3-5 years) should be low.
- The allocation across asset categories (equities, listed property, bonds and money market) is actively managed and altered according to market conditions.
- The fund is managed within prudential guidelines and is suitable for retirement fund investors (Regulation 28 compliant).
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