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SYMMETRY CAUTIOUS FUND OF FUNDS will be an asset allocation portfolio. In selecting securities for this portfolio, the Manager shall seek to provide an investment medium for investors, which shall have as its main objective the provision of medium term capital growth and income returns in excess of cash and at low levels of volatility. The Manager shall manage this portfolio at low levels of volatility and obtaining a level of current income as is consistent with capital preservation and liquidity by taking advantage of changing economic and market conditions. Investments to be included will, apart from assets in liquid form, consist only of participatory interests in the Symmetry suite of portfolios. This portfolio will typically be exposed up to 40% in equities and it may hold foreign assets. The Manager will ensure that the composition of assets and their respective proportions shall at all times reflect the asset allocation preferences of retirement portfolios.
Name | Title | Since | Until |
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Not Disclosed | - | 2010 | Now |
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