ifsinvest Fixed Interest
To achieve returns that exceed the inflation rate (change in the CPI) by 2.0% per annum (before tax), on a rolling five year basis. This is expected to be achieved around 70% of the time.
The IFS Fixed Interest Model Portfolio will predominantly invest in Managed Funds which invest in a diverse range of government and corporate bonds. It aims to limit the likelihood of negative annual returns to one in every 18 years.
Strategic Asset Allocation
Effective 1 March 2018.
Growth Asset Allocation
5 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.