Growth Portfolio Index
Achieve capital appreciation and yield performance.
About the fund
The investment objective of the fund is to achieve capital appreciation and yield performance through a conservative strategy, by regularly changing its components in adequation with market conditions. The Index invests in a large scope of asset classes and industries, through global diversification. The fund components will mainly be Equities, Bonds, Funds and Structured Products.
The fund aims to:
- Anticipate changing market conditions and tactically allocating the fund’s assets to stocks, fixed income products or cash equivalents in response to these changes.
- Ensuring that the portfolio is well diversified.
- Not limiting investment to any asset classes or sectors, subject to investment restrictions.
Fund Factsheet - December 2023
Read more about the fund’s performance. View Fund Factsheet
Guidance from leading experts.