To provide a long term total return, where this is compatible with a high level of capital security through cash and near cash investments.
This Fund is designed to provide a high degree of liquidity alongside security of capital. The portfolio invests in only the highest quality assets, with a diversified range of asset type, industry sectors and maturity. We believe that our investment strategy achieves an ideal balance between satisfying our client's need for preservation of capital whilst providing a good rate of return.
All data as at 30 Sep 2013 unless otherwise stated
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