Acquisition Direct Facilitators Diversified Growth Fund
Unit Value (as at 31 December 2019) = 1.1484
As at 31 December 2019
|1 Month||3 Months||1 Year||3 Years||Since Inception|
|Acquisition Direct Facilitators Diversified Growth Fund*||0.82%||4.05%||15.02%||-||13.62%|
Inception: 10 December 2018
* Acquisition Direct Facilitators returns are after all fees have been deducted and before tax
Download the monthly fact sheet for this fund
Key Features of the Fund
- Provides investors with long-term capital growth.
- Has a risk profile between that of the property and equities asset classes
- Targeting sustainable returns above the CPI Index + 4.5% per annum, with moderate to high volatility.
- Will hold a combination of International and equities, fixed interest, listed property and cash.
- Suitable for investors with a minimum 5 year investment horizon.
- 1.09% Management fee (GST inclusive, no performance fee).
- Currency risk hedged at manager's discretion.
Please seek independent financial advice to determine whether this investment is consistent with your individual risk profile and investment objectives.