The fund aims to grow capital by greater than 3% above the Consumer Price Index (CPI) per annum after fees over a five-year period, by strategically allocating assets within a diversified range of asset classes in markets around the world. It seeks to achieve this by investing in highly liquid positions across a variety of asset classes including equities, bonds, commodities and currencies when the manager deems it appropriate, their proportions changing as economic and market conditions evolve. The fund invests largely in developed markets and any exposure to emerging markets is limited and only at the index level.
