INVESTMENT OBJECTIVES
The Fund seeks to provide stable, long-term capital appreciation by investing in a diversified portfolio of local and international bonds, equities and other income-generating assets. The Investment Manager shall diversify the assets of the Fund among different asset classes. The manager may invest in both Investment Grade and High Yield bonds rated at the time of investment at least “B-” by S&P, or in bonds determined to be of comparable quality, provided that the Fund may invest up 10% in non-rated bonds, whilst maintain an exposure to direct rated bonds of at least 25% of the value of the Fund. Investments in equities may include but are not limited to dividend-paying securities, equities, exchange traded funds as well as through the use of Collective Investment Schemes.
Key Features of the Fund
- Flexibility to invest in all regions around the world
- Provide capital appreciation, stability and growth over the medium-to-long term
- Flexibility to switch between different asset types (eg. Bonds / Equities / Money Market Instruments / ETFs / CIS / alternative securities) depending on market outlook
- Investment Manager will base asset allocation decisions based on key current themes and best opportunities to generate return
- Asset Allocation Diversification by Security Type, Credit Rating, Country, Sector and by Currency
- Best of both worlds – lower volatility of bond market vs growth potential via equities
- OPTIMAL INVESTMENT MIX depending on market conditions
- Efficient and Effective strategy to be able to withstand periods of adverse market movements
- FX exposures will be generally hedged, underlying investor will not be exposed to any FX risk