The portfolio’s objective is to deliver a return of 5% pa above inflation (before fees and tax) over 5 year periods by limiting the risk of negative returns over this time frame.
The portfolio has not yet been available for 5 years; however, in the past 3 years the portfolio has achieved a return of 5.2% above inflation (before fees and tax). We have controlled risk in the portfolio over the period as outlined in the section below.
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