The investment objective of the fund is to generate income whilst maintaining capital value over 5-10 years through a focus on exposure to a broad range of income-generating assets such as bonds and equities. The fund has a target average yield of 3-5% per annum (over a trailing 3-year period). The fund will seek to achieve its objective by investing mainly in other collective investment schemes and so provide exposure to equities and bonds as well as alternative asset classes. The fund is also expected to invest directly in equities and bonds. The fund will not have any particular geographic, industry or economic sector focus.
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