To achieve returns that exceed the inflation rate (change in the CPI) by 2.25% per annum (before tax), on a rolling five year basis. This is expected to be achieved around 70% of the time.
It also aims to provide a reduced likelihood of capital losses (but not a guarantee), as well as to limit the likelihood of negative annual returns to one in every six years.
Strategic Asset Allocation
Effective 1 March 2018.
Growth Asset Allocation
7 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.