The portfolio’s objective is to deliver a return of 6% pa above inflation (before fees) over 7 year periods by limiting the risk of negative returns over this time frame.
The portfolio has achieved this return target over the 7 years to 31 May 2017, producing a positive return of 10.8% (before fees), which was 8.7% above inflation. We have controlled risk in the portfolio as outlined in the section below.
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