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The portfolio aims to secure for investors total returns of CPI + 5%, whilst at the same time providing a steady growth of capital by passively replicating a broad and fairly stable combination of securities, including equity, bond, money market, property or derivative instruments, both locally and abroad. The allocation of investments in the portfolio aims to comply with the provisions of Regulation 28 of the Pension Funds Act at all times and will therefore be appropriate for retirement funds. An asset allocation portfolio in which the equity holding lies between 50-75%, where the remainder is invested in less risky assets, and which passively replicates this combination of securities, should be able to provide returns of inflation of +5% (after fees) over an appropriate time frame. The equity exposure will typically not exceed 75% of the aggregate market value of the portfolio.
Name | Title | Since | Until |
---|---|---|---|
Charles Allderman | - | 2012 | Now |
Bernisha Lakhoo Lala | - | 2012 | Now |
Richard Gosnell | - | 2009 | 2012 |
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