WAM High Conviction C FI
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General Objective
The fund aims to achieve a return that is in line with the performance of a specific index by investing in a mix of international equities, fixed income securities, and cash equivalents. The fund is managed with a target maximum annual volatility of less than 15%.
Fund Exposure
The fund primarily invests between 30% to 75% of its total exposure in equities, focusing on medium to large-cap companies with high potential for capital appreciation. The remaining exposure is allocated to public and/or private senior or subordinated fixed income securities, including deposits, mortgage bonds, and money market instruments. The fund may also have exposure to OECD markets as well as emerging markets, with a maximum of 30% of total exposure. Additionally, the fund may invest up to 100% of its total exposure in currency risk.
Risks
Investors should be aware that this fund may not be suitable for those looking to withdraw their investment within a timeframe of less than 3 years. Additionally, the fund may invest in assets that carry higher risks compared to other investments, potentially impacting liquidity, issuer type, or investor protection.