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The primary investment objective of the portfolio is to provide investors with a moderate level of income and capital growth over the long term. The Fund is a moderate risk profile managed portfolio. The primary investment objective of the portfolio is to provide investors with a moderate level of income and capital growth over the long term. In order to achieve this objective the investments to be acquired for the portfolio will include listed property related securities, equity securities, preference shares, non-equity securities, fixed interest instruments (including, but not limited to, bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits and money market instruments) and assets in liquid form.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2022 | Now |
Philip Bradford | - | 2014 | 2022 |
Carl Isernhinke | Chief Investment Officer | 2013 | 2014 |
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