To achieve returns that exceed the inflation rate (change in the CPI) by 0.75% per annum (before tax), on a rolling two year basis. This is expected to be achieved around 70% of the time.
The IFS Cash Model Portfolio will predominantly invest in Managed Funds which invest in short term cash investments with minimal risk of capital loss. It aims to limit the likelihood of negative annual returns to a negligible level.
Strategic Asset Allocation
Effective 1 December 2016.
Growth Asset Allocation
2 years plus
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For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents.