Fund Objective

The Fund aims to provide a combination of income and long term capital growth.

View on Past Performance

The Cautious Managed Fund is designed to provide low to medium risk exposure to quality equities and bonds, using an investment approach based on identifying out-of-favour stocks. Rather than focusing on shortterm performance concerns, the Fund concentrates instead on the long-term potential of undervalued stocks.The Fund aims to smooth investment returns through active management and focuses on diversification by asset class, sector and stocks. Our analysts select stocks from among the 'best' investment ideas generated by a sentiment-based screen and then set review prices using a number of parameters.

Future Expectations

The manager gradually adjusts the level of exposure to equities and bonds, aiming to enhance performance by comparison with funds that are more restricted. The relatively stable returns that this Fund aims to produce in the longer term could represent an attractive way to save for retirement, pay off a mortgage, budget for school fees or simply build a nest egg.

Fund Details