Discovery Cautious Managed Fund C Income

The objective of the Fund is to provide returns through a combination of capital growth and income over a market cycle (5 years). The Fund aims to achieve this by gaining exposure to a range of eligible assets such as transferable securities, money market instruments, deposits, cash, property, and commodities to provide diversification.

The Fund will primarily gain exposure indirectly via eligible collective investment schemes and other collective investment vehicles to a range of eligible assets. The Fund is likely to take a cautious approach with greater exposure to underlying cash, fixed interest, and property assets, and less exposure to underlying equities and commodities. The Investment Manager will actively alter the weights of the component parts to achieve the investment objective.

Investors should be aware that this Fund may not be appropriate for those planning to withdraw their money in the short-term (within 5 years). It is recommended to view this Fund as a medium to long-term investment only.

https://www.valu-trac.com/administration-services/clients/discovery/cautious/