The Fund will aim to deliver moderate capital growth above inflation over time.

The Manager will invest in a diversified mix of worldwide assets, including equities, bonds, property, preference shares, money market and other instruments, including listed and unlisted financial instruments as determined by the Registrar from time to time. The portfolio may apart from assets in liquid form also include participatory interests or any other form of participation in portfolios of collective investment schemes or other similar schemes.

The fund will conform to limits and constraints as determined by ASISA in the Code of Practice relating to Fund Classification and CISCA. The manager reserves the right to close the portfolio to new investors.