Key Fund Facts

Key Fund facts

• The new Funds will have wider investment powers, enabling us to make full use of a ‘broader range of asset classes’.  This will assist the manager in meeting the Funds’ investment objectives.
• The use of ‘derivatives’ for investment purposes which should provide ‘more investment techniques and opportunities’ and more robust risk management.

Additional Fund fact – Wealth Builder Balanced Fund

As a result of investor research we are changing the emphasis from an average level of income and capital growth to exclusively targeting capital growth, which is more ‘aligned to investor expectations’.

Additional Fund facts – Diversified High Income Fund

• We will be broadening the investment objective to aim for ‘positive returns in all market conditions’ and potential capital growth which should provide a more attractive outcome for investors.
• The Fund will continue to pay ‘income’, and will utilise a greater diversity of asset classes and regions to target a significantly higher yield than was previously achievable.
• Diversified High Income is a strong competitor to other income funds, benefiting from our ability to ‘invest in a greater variety of assets’.  It further takes advantage of an impressive ‘multi manager capability’.