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Retirement Fund.pdf

-Retirement_Portfolio_3.pdf
Preview of Retirement Fund
🔗 Source: ilim.com
📊 Size: 304 KB
📄 Pages: 3 pages
⬇️ Downloads: 209

Summary

Retirement Portfolio 3 invests in a range of assets, including bonds, shares, property, and cash, with a focus on income-producing assets and risk management strategies. The fund aims to achieve positive returns while managing risk, and is categorized as an Article 8 fund under the EU SFDR, promoting environmental and social characteristics. As of 28 February 2025, the fund's asset allocation is: Bond 37.2%, Shares 35.8%, Alternatives 14.6%, Cash 6.3%, and Property 6.1%. The fund's performance is quoted before taxes and after a standard annual management charge of 1.15%. Past performance is not a reliable guide to future performance, and the value of the investment may go down as well as up.

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Description

Retirement Portfolio 3 invests in a range of assets, including bonds, shares, property, and cash, with a focus on income-producing assets and risk management...

Technical Information

  • File Format: PDF
  • File Size: 304 KB
  • Pages: 3
  • Language: EN
  • Total Downloads: 209
  • Last Updated: 1 week ago

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This PDF document about Retirement Fund provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Retirement Fund.

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