The portfolio’s primary objective is to provide investors with capital growth over the medium to long term. The portfolio will employ a top-down Global Tactical Asset Allocation investment strategy designed to achieve the objective. In order to achieve this objective, the portfolio invests in a flexible combination of investments in international equity, bond, money, or property markets.

The fund has flexibility in its asset allocation between asset classes, countries and regions. The fund is managed with assets being allocated between various markets and asset classes to reflect changing economic and market conditions to maximise total returns over the long term. There may be inclusion of Assets in liquid form and nonequity securities which are considered consistent with the portfolio’s primary objective, and that legislation may allow from time to time.

The AQU Actively Managed ETF is a new fund, effective from 30 November 2023