Fund Summary

This fund aims to generate income and moderate capital growth over the medium to long term by investing in a combination of asset classes and uses a primarily passive-managed strategic asset allocation. It is suitable for investors who are looking to draw a regular income and/or are at the post-retirement stage of their lives.

Benefits to Investors


Diversified across multiple asset classes.

Offshore Exposure

The fund is invested across multiple global markets through equity, property and bond allocations.

Unit Trust Details Coming Soon

The unit trust hasn't been launched yet. For more information about this fund, please contact us.

Launch date: 1 May 2019

General Fund Details

BenchmarkCPI + 3%