Conservative Allocation Fund

Diversify your portfolio in a long-term moderate risk investment

The Conservative Allocation Fund aims to provide long-term total returns consistent with a lower risk profile.

The fund invests directly in a balanced range of asset classes worldwide, including but not limited to: equities, fixed income, real estate, money markets, commodities and alternative strategies. This approach enables the investment manager to spread the fund's allocation across asset classes and make the most of opportunities that changing market conditions provide, minimising the overall risk through active management.

View and download the full fund information and application forms

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