The aim of the fund is to achieve long-term capital growth in excess of inflation from a portfolio invested across a broad range of asset classes. The Fund is intended to provide steady rates of return with significantly lower risk than more traditional approaches to portfolio management, which tend to be largely dependent on the performance of equities. The fund was restyled in September 2005.

CPI + 4% p.a.*
*There is no guarantee that the target will be achieved.

Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

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