The portfolio’s objective is to deliver a return of 3.5% pa above inflation (before fees and tax) over 3 year periods by limiting the risk of negative returns over this time frame.
Over the 3 years to 31 May 2017 the portfolio has outperformed its objective, producing a return of 5.4% pa (before fees) which was 3.8% above inflation. We have controlled risk in the portfolio over the period as outlined in the following section.
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