Fund Objective
The True Potential Allianz RiskMaster Cautious seeks to provide a total return, substantially by way of income, with some capital appreciation. The majority of the Fund will be invested in fixed income and equity instruments using actively allocated, but, passively implemented strategies (that is, strategies designed to track the performance of particular indices, market sectors or asset classes). The Fund will also be invested in other asset classes such as property (indirectly), commodities (indirectly), hedge funds (indirectly, for example via listed securities) and private equities (indirectly, for example via listed securities). Exposure to the above asset classes will be gained through direct holdings of securities, collective investment schemes, exchange traded funds, or derivatives with the objective of improving returns and controlling risk by increasing diversification within the portfolio. The Fund may also be invested in deposits, cash and near cash and money market instruments. Derivatives and forward transactions may only be used for Efficient Portfolio Management (EPM). EPM can be defined as a portfolio that provides the greatest expected return for a given level of risk.
Past Performance
Fees
Total Cost Of Ownership
|
120.00% |
Fund Management Charge
|
0.80% |
Platform Charge
|
0.40% |
Current Asset Allocation
Why True Potential Investments and Allianz?
If you are attracted to funds with predetermined risk parameters and have the backing of one of the world's largest fund management groups, the True Potential Allianz RiskMaster funds may be right for you. Two management teams are based in Germany and bring a different outlook and process into play. One decides on how much risk is acceptable while the other manages your investment within the set risk parameters using passive investments that are bought and sold to track the return of an index, for example the FTSE 100, rather than to beat it. Download the factsheet.
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