RBF Diversified Growth

Designed for members who seek...

A diversified portfolio using a range of investment managers to deliver the option's objective and who are comfortable with moderate to high levels of variability in returns.

More suited to members with a longer term time horizon of 5 or more years.

Objective

To provide a moderate to high level of capital growth over the medium to long-term.

Target

Exceed inflation by around 3%-4% per annum, over rolling 5-year periods.

Investment profile

Invested in a mix of assets, with a higher weighting towards assets with the potential for medium to long-term growth.

The investment profile is:

• 65% growth assets
• 35% defensive assets

Level of risk

Moderate to high risk. Negative returns expected 1 year in every 5-6 years.

Performance

View the Investment Returns