Investment Objective
The Fund aims to provide capital growth, over the long term. The Fund invests globally in a diverse portfolio of investments which gain exposure indirectly to alternative asset classes such as private equity, infrastructure, property, commodities and hedge funds. The Fund is actively managed with reference to the Consumer Price Index as this forms the basis of the Fund’s performance target. The investment manager has complete discretion to choose investments for the Fund.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.9 | 0.1 | 0.2 | 0.9 | 0.5 | 0.6 | 0.2 | 0.9 | 0.0 | 0.1 | 0.0 | 0.2 | 0.2 | |
| 2024 | 0.1 | 0.7 | 0.7 | 0.3 | 0.8 | 0.5 | 0.6 | 0.3 | 0.1 | 0.3 | 0.6 | 0.8 | 1.0 |
