Real Return Funds
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Click here to view / download our Real Return Fund Fact Sheets
Objective:
The Real Return product offers a relatively safe haven in a volatile market place. The primary objective is to preserve the purchasing
power of your investment over time, whilst delivering real returns.
Investment Strategy:
The portfolio has a sufficiently diversified structure that will ensure low variability of returns. This makes it an excellent savings
vehicle; one that allows you to plan your future with some certainty, and provide adequately for yourself and your family over the longer
term. It invests primarily in inflation-linked bonds, nominal bonds and cash but also in shares and property.
Investor Profile:
This product is available as a retail unit trust or as a segregated fund investment. It is suitable to those investors seeking an
investment that off-sets the negative effects of inflation without the variability of returns.
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