This is a fund that targets small to medium-size pension schemes and Individual Pension Plans; it is designed to consistently perform in the top quartile of retirement benefits funds with an option of having up to 15% of the portfolio invested off -shore. The fund invests across equities, bonds and cash. It also has a bias towards equities offering long term value rather than those with more cyclical returns.

An advantage of this fund is that clients may make withdrawals at any time. However, a one calendar months’ written notice is required for clients who wish to make a full withdrawal.

The investments are in accordance with the investment limits prescribed the Retirement Benefits Authority (RBA) investment guidelines.