MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective of the SVS TPI Cautious 3 Fund is to provide the opportunity for capital growth and income through diversified exposure, directly or indirectly, to global equity and fixed income markets. The Fund will aim to achieve this by investing predominantly in other collective investment schemes which themselves have a global equity and fixed income focus. The Fund can invest in transferable securities and other collective investment schemes, as a result the Fund may be invested up to 100% in collective investment vehicles. The Fund may seek to protect capital through the use of derivatives. Derivatives may be used for investment purposes and Efficient Portfolio Management. Efficient Portfolio Management can be defined as a portfolio that provides the greatest expected return for a given level of risk.

Fund Managers

True Potential Investments