The fund’s objective is to achieve medium term capital and income growth by investing in a diversified portfolio of equities, bonds, Money Market Instruments and ancillary cash directly or through the investment in other UCITS and/or UCI. The investment policy of the Sub-Fund is structured so as to offer investors a clear choice of risk/reward profile. Typical investors would seek medium term capital and income growth measured in Euro.
The Investment Manager will seek to achieve the objectives of the Sub-Fund while accepting some volatility of returns by investing mainly in a broad set of world market bonds, Money Market Instruments and equities issued in the OECD or non-OECD countries. There is no formal restriction on the proportion of the Sub-Fund’s assets that can be invested in and/or exposed to any one particular market.