Fund Overview
Multi-asset fund with a conservative allocation targeting capital preservation with modest growth.
Asset Class
Multi-Asset & Diversified
Structure
Unit Trust
Open for Subscription
Evergreen FundWholesale OnlyThis is an evergreen fund — open to qualifying wholesale investors year-round. Subscription details, minimum investment, and redemption terms are set out in the fund's Information Memorandum.
Fund Documents
Product Disclosure Statement
As at 1 Mar 2026
Statement of Investment Policy & Objectives
As at 1 Mar 2026
Documents are published by the issuer. Review the current version in full and seek independent advice before investing.
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This information is for wholesale investors only and does not constitute financial advice. All investments carry risk. Please seek professional advice before making investment decisions.