Close Discretionary Portfolio Funds

Directly invested funds

These are directly-invested strategies investing in equities, fixed income and alternatives. From time to time the funds may also invest in index-tracking funds (to gain broad exposure to a particular sector or asset) or long-only funds (to capture specialist or niche expertise). Our institutional-level manager research team is key to identifying these external skills and the most appropriate funds.

In this fund range

Close Bond Income Portfolio Fund

The investment objective of the Fund is to generate income while maintaining its capital value over the medium term...

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Close Diversified Income Portfolio Fund

The investment objective of the Fund is to achieve income with capital growth. The fund also aims to have a yield in...

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Close Conservative Portfolio Fund

The investment objective of the Fund is to achieve income and moderate capital growth. The Fund will invest primarily...

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Close Balanced Portfolio Fund

The investment objective of the Fund is to generate capital growth with some income. The Fund will invest primarily...

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Close Growth Portfolio Fund

The investment objective of the Fund is to generate capital growth. The Fund will invest primarily in equities and...

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Close Select Fixed Income Fund

The investment objective of the Fund is to provide income while maintaining its capital value over the medium term...

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More information

Close Portfolio Funds

  • 01 Oct 18
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