Responsible Real Return
Responsible Real Return Strategy
The goal of this strategy is to maintain the real value of capital invested. It is suitable for investors aiming for “lifestyle maintenance” by capturing attractive, real returns whilst seeking a balance of income and growth. This is a diversified, global multi-asset strategy invested in bonds, equities, alternatives, currencies and cash.
The portfolio is suitable for investors:
- seeking to invest for 5 - 7 years
- who can tolerate moderate risk
- who are prepared to tolerate fluctuations in the capital value of their investment
Documents
Responsible Real Return Strategy Factsheets