Strategy Report – Medium Portfolio
1st November 2011 – 31st January 2021 – Gross return (since inception)
Strategy – January 2021
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The medium portfolio offers a diverse fund range with the aim of achieving capital growth over the longer-term. The portfolio has the ability to invest in a broad range of investments on a wide geographical basis. Equity exposure within this portfolio will vary between 40% – 65%.
Contribution to performance by fund – 1 year
1st May 2020 – 31st December 2020 – gross return (six months)
Gross statistics – 1st November 2011 – 31st December 2020