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To provide long term capital growth from an actively managed portfolio comprising equities, bonds, property and cash – both local and foreign. No guidelines have been set for maximum and minimum exposures to any one asset class (but our mandate limits offshore exposure to 85%). Our benchmark is 60% equities, 20% bonds and 20% cash with each category split equally between local and international assets. The fund is classified with ASISA as a Worldwide - Multi Asset - Flexible fund. The portfolio uses financial instruments to the extent permitted by legislation.
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