To achieve positive real returns over the medium to long term with volatility of returns expected to be lower than that of equities options.
CPI + 2.5% over rolling 10 years.
Standard Risk Measure
Estimated number of negative annual returns over any 20 year period, 1 to less than 2.
Risk Band and Label
Risk Band 3, Low to Medium
Target Asset Allocation
100% Defensive Assets
Strategic Asset Allocation
For latest returns and market report, see the Performance section