Fund Objective
The objective of the Fund is to achieve income and capital growth over the medium to long term (3 to 5 years plus). The Fund invests through a flexible allocation to corporate and government debt securities (which may be investment grade, noninvestment grade or have no credit rating) and shares of companies globally. The Fund may invest up to 80% of its assets in debt securities and 40% in shares of companies. The Fund may use derivatives (complex instruments) for investment purposes and to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. The Fund has an active investment approach based on fund manager judgement supported by macroeconomic and credit risk analysis, with an emphasis on valuation and is not constrained by a benchmark.
Cumulative Performance
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Discrete Performance
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Ratio Information
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Fund Managers
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Unit Information
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Fund Information
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Asset Class Breakdown
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Top Holdings
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Contact Details
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Cumulative Performance
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Discrete Performance
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Discrete Calendar Performance
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Ratio Information
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Unit Details
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MIFID - Target Market, Costs & Charges
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Top Holdings
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Asset Class Breakdown
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Region Breakdown
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Sector Breakdown
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Fund Dividends
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Group News
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Relevant Articles
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Literature & Downloads
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