WS Keyridge Portfolio VII Fund

Essential features of the Fund

• The Fund invests in funds that give exposure to asset classes across the globe, including equities, government and corporate bonds, other transferable securities, alternatives and cash.

• At least 70% of the Fund is invested in other funds. These are typically funds managed by Keyridge but it may also invest in funds managed by external managers.

How the Fund is managed

• The fund manager has discretion to invest in the investments described above while aiming to stay centred within the Fund’s volatility bands. The WS Keyridge Portfolio VII Fund is risk target managed to Dynamic Planner’s strategic allocation for risk profile 7.

• The Fund is reviewed at least quarterly to assess asset allocation, volatility and fund size to ensure it continues to meet its stated risk profile.

• The Fund is assessed daily to measure exposure and enable the portfolio to be rebalanced where necessary.

For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.

Reasons to recommend

• Client suitability

  The Fund may not be appropriate for investors who plan to withdraw their money within five years of making their investment. It may be appropriate for investors who are seeking capital growth and who can tolerate elevated levels of risk and volatility, in accordance with their risk profile.

• In house management expertise

  By investing mainly in our own cost effective range of actively managed funds, we are able to draw on the expertise of our in house fund management teams and their long term track records in fixed income, equities and property. The fund manager also has the ability to choose other external investment managers if an internal fund is not available or suitable.