Income & Growth
We understand that each client has a unique financial needs profile. However, what they want to achieve with their investments is quite simple.
Depending on a client’s liquidity and life stage, they’re all looking for growth, income or a combination of both. We have therefore developed three fund-of-funds to match these needs.
Income
6–24 months
Cautious investors looking to derive a regular income with limited but stable capital growth should invest in this fund.
This fund is tax efficient and can give you access to any short-term money you may require. Returns can be realised within a 6–12 month period at a benchmark of CPI + 2% per annum.
Growth
36 months +
Moderate investors looking to achieve a steady total return over the medium to long term should consider this fund.
Returns can be realised over a 36–60 month period against a benchmark of CPI + 4%.
Growth
60 months +
Moderate to aggressive investors should consider this fund if they are secure in their day-to-day income and are committed to a long-term investment in excess of 5 years.
This fund’s objective is to maximise total returns over the medium to long term. Returns can be realised at a benchmark of CPI + 6% per annum.
Reports available: June–August 2026.