INFO

The STEADY GROWTH strategy is suitable for the short-term goals of investors where a specific, more predictable outcome is essential. The short investment horizon and essential nature of the goal mean the investor has a low capacity for capital losses and needs an investment strategy with a high probability of at least protecting the capital against inflation over the investment horizon. The Steady Growth strategy aims to provide a 90% probability of achieving a return higher than inflation and optimize the consistency in achieving a return of CPI + 3% over rolling 3-years. The strategy has a secondary objective of minimizing the risk of losing capital over a rolling 12-month period. The Steady Growth strategy is ideal for investors who need a specific amount to fund an essential expense in 3 years' time or who prefer low eves of volatility in the value of their longer-term investments whilst growing their capital. The exposure of this strategy to growth assets, i.e. equities, property and offshore equities, is limited to 35%.