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The objective is to achieve above real inflation beating total returns by way of delivering relatively high income with a measure of capital growth over the medium to long term. The Fund is a cautious managed portfolio with the investment objective to achieve above real inflation beating total returns by way of delivering relatively high income with a measure of capital growth over the medium to long term. In order to achieve this objective the investments to be acquired for the portfolio will include listed property related securities, equity securities, preference shares, non-equity securities, fixed interest instruments (including, but not limited to, bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits and money market instruments) and assets in liquid form.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2022 | Now |
Errol Shear | - | 2017 | 2022 |
Philip Bradford | - | 2014 | 2017 |
Carl Isernhinke | Chief Investment Officer | 2013 | 2014 |
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