The fund aims to provide an average annual return of 5.5% after charges over a typical market cycle of five to seven years. It is actively managed and invests globally across a diversified range of assets, including equities, bonds, and alternatives, mainly through other funds, with at least 70% allocated to such funds. Asset allocation is managed within defined ranges of 40–85% equities, 0–60% debt instruments, 0–20% cash, and 0–30% alternatives. Income is reinvested.
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