To outperform (after fees and taxes) the rate of increase in inflation as measured by the Consumer Price Index by 4% per annum over the longer term, and over at least two thirds of all rolling three-year periods.
Strategies
Invest in a diversified portfolio with a moderate exposure to money market and fixed interest securities, and a higher exposure to property and share investments.
Probability of a negative return One year in 13 years
Investment Management Fee
CORE OPTION 0.55% of assets per annum (or $5.50 per $1000 invested) SUSTAINABLE OPTION 0.33% of assets per annum (or $3.30 per $1000 invested)
