Overview
To provide a diversified portfolio that has an appropriate balance between income and capital growth investments with low to medium levels of risk.
The Fund aims to achieve returns 2.75% above inflation after investment fees and taxes over a 10 year period.
| Minimum investment timeframe |
6 years |
|---|---|
| Risk level |
Low to medium |
| Investors that the Fund may suit |
Members comfortable with a medium level of risk that have an investment |
Asset allocation
Performance & unit prices
Case studies
We know it can be difficult to imagine the real world impact that your pension has. Explore the case studies below to learn more about some of the companies we're invested in.