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Characteristics

  • Return expectation derived from historical experience: CPI + 2% to CPI + 5% (depending on the type of portfolio chosen)
  • These type of portfolios have exposure to shares and property
  • The aim is to have minimal negative returns
  • Investment returns can be volatile and negative at times

Funds

PENSION CALCULATOR
How much will you need when you retire and are you investing enough?
GALLERY
CLIENT COM(PLI)MENTS
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