Tactical Income fund seeks to provide stable income thatexceeds the pace of inflation, with less principal fluctuation than an equityor multi-asset fund.
The fund typically includes a mix of fixed-term instrumentsacross the entire yield curve, along with short-term money market instrumentsand shares in listed property companies. Investments included in the fundnormally comprise a combination of fixed interest instruments along the fullspectrum of the yield-curve as well as short-term dated money marketinstruments and listed property shares. Duration, curvature, credit, derivativeand liquidity risks are actively managed to maximise returns. It aims to outperformCPI+3% before costs
Investors seeking a fundamentally driven and transparentinvestment process that concentrates on liquid, listed securities with broadexposure to domestic fixed income instruments and some global bond exposure.These investors should be prepared for a medium-term commitment, as the fundhas a moderately conservative risk profile and may experience short-termvolatility.
Regulation 28: No
Benchmark: Benchmarkis CPI+3% before costs
Risk Profile: Low –Moderate
Launch Date: Jan 2026
Ideal Investment Timeframe: 3 or more years
