Our three flagship funds are designed for their roles along the risk spectrum, from long-horizon growth through to capital preservation.

Objective: CPI + 7% a year over 6 years

Built for retirement fund members in the accumulation phase, the portfolio holds a high allocation to growth assets. Members in this phase have a long-term investment horizon, so they can carry the volatility that comes with a high growth allocation in exchange for a better chance of hitting an inflation-linked objective over the long term. It follows a specialist approach, using both active and passive strategies. See context notes.

Objective: CPI + 5% a year over 3 years

Built for retirement fund members moving from the accumulation phase into the preservation phase, the portfolio holds a moderate allocation to growth assets. Members in this transition have a medium-term horizon, so they can carry the volatility that comes with a moderate growth allocation in exchange for a better chance of hitting an inflation-linked objective over the medium term. It follows a specialist approach, using both active and passive strategies. See context notes.

Objective: CPI + 3% a year over 1 year

Built for retirement fund members in the wealth preservation phase. These members have a short-term investment horizon, which allows for a high allocation to interest bearing assets and a low allocation to growth assets. Interest bearing assets are the primary vehicle for preserving capital, though they remain susceptible to volatility. The portfolio follows a specialist approach, using both active and passive strategies. See context notes.