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Overview

Portfolio commenced 24 October 2014

OBJECTIVE:
To outperform inflation.

STRATEGY:
Actively managed with a long-term bias to real assets e.g. equities. The Portfolio normally invests in a wide range of ETFs to gain significant diversification and exceptional liquidity at very low cost.

Asset allocation

Bonds 64.6%

Equites 35.0%

Cash 0.4%

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