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To achieve returns of at least 7% annualised in excess of inflation (CPI) over rolling 5 year periods whilst simultaneously controlling the risk of underperforming CPI over any rolling 12 month period. The Mi-Plan IP Inflation Plus 7 Fund is a risk-managed balanced portfolio comprising a range of domestic and foreign asset classes. The fund also forms part of Mi-Plan's range of risk-controlled portfolios in a time-based process designed to integrate the portfolio construction or asset allocation framework with our proprietary financial planning software called MIPLAN.
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