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Conservative Fund
Fund overview
Our Conservative Fund is a diversified fund that provides investors with capital stability, while having some exposure to growth assets. This Fund suits investors seeking capital stability.
The Fund invests in a diversified range of asset classes, with a bias towards income assets (cash and bonds), and is actively managed within its strategic ranges. In each sector we draw on our broad base of resources to undertake a combination of value, cyclical, liquidity and technical analysis to identify opportunities arising from market mispricing. By utilising our specialist investment sector and asset allocation skills, we aim to capture the opportunities, and manage the risks, arising from the significant variation in relative performance that can occur across different investment sectors.
Key features
- Strong track record of innovation and competitive performance.
- One of the largest and most experienced fixed interest teams for Australian investments, complemented by a multi manager style for international fixed interest.
- A diverse range of growth sources – multiple investment styles in Australian and international equities, Australian LPTs, global listed property securities and alternative assets.
- Active management of asset allocations to suit changing investment environments and conditions.
