Investment Plan 275
COMPOSITION
- 0 - 30% equities
- 0 - 100% bonds
- 0 - 100% liquidity
Investment objective
The investment objective is to achieve long-term growth of the capital invested while at the same time limiting volatility. In the core portfolio, the allocation of assets across different asset classes and instruments with attractive risk/return characteristics is determined periodically. The volatility of returns up to the maximum limit is monitored and managed using quantitative mechanisms, and, if necessary, portfolio risk is actively reduced. A maximum of 10% unhedged foreign currency risk is permitted. Maximum annualised volatility of 4% is targeted, with a maximum allocation to equities of 30%.