Mandate Overview24 Jan 2025
This is a global balanced fund with investment objective to generate capital growth over the long term,
suited to investors with a moderate proclivity to risk. This fund may have offshore exposure up to 100%,
with equity exposure typically ranging from 50-70%, investing across global asset classes such as
equities, fixed income property and cash. The fund is diversified across asset classes, regions and
currencies and aims to generate real returns relative to global inflation with a carefully selected mixture
of passive and active investments. This fund is permitted to invest in direct equities and collective
investment schemes.