Profile Edge28Fundamental Investments
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      Profile Edge28

      This actively managed asset allocation portfolio has a highly flexible mandate. It seeks to deliver superior real returns over the long term. To achieve this, it capitalises on high-conviction asset allocation and stock selection opportunities across local and global asset classes, including private equity and hedge funds.

      This solution is suitable for investors who can tolerate potential for significant short-term fluctuations in pursuit of maximum growth over the longer term.

      The portfolio complies with Regulation 28 of the Pension Funds Act.

      STRATEGY DETAILS 

      Benchmark:  No static asset allocation benchmark

      Objective: The portfolio aims to maximise real returns and has a target of CPI + 6% a year (gross of fees) over the long term.