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1.5M
1.42%
Oct 06, 2003
The investment objective of the Company is to achieve a combination of capital growth and income, net of fees, over a rolling 5 year period. The Company will invest in a global portfolio, managed to a target allocation of 70% in equities and 30% in fixed income and other assets (for example, corporate and government bonds). Whilst exposure to equities will typically be around 70%, equities exposure may fluctuate between 60% and 80% depending on investment opportunities, market movements and the economic environment. However, during difficult markets, exposure to equities may fall below 60%.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2003 | Now |
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