Overview
To provide members with returns only moderately above inflation over a medium time horizon with low levels of investment risk.
The Fund aims to achieve returns 1.5% above inflation after investment fees and taxes over a 10 year period.
| Minimum investment timeframe |
4 years |
|---|---|
| Risk level |
Low |
| Investors that the Fund may suit |
Members closer to, or in retirement, who need to protect their retirement savings and keep up with inflation or members who want a low volatility option. |
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.