Moorea Real Assets Fund
The investment objective of Moorea Fund – Real Assets Fund is to generate modest medium to long-term total return with lower volatility than global equity markets.
The investment objective of Moorea Fund – Real Assets Fund is to generate modest medium to long-term total return with lower volatility than global equity markets.
This fund aims to generate a return which exceeds that of the Merrill Lynch Sterling Broad Market 1-10 year index.
The investment objective of the fund is to generate a yield of at least 90% of the yield from the FTSE All Share, excluding specials by investing in a diversified portfolio of 50% equities and 50% bonds.
Sterling Multi-Asset Balanced is an actively managed Sub-Fund that aims to provide capital growth to investors from a diversified portfolio of investments. The overall risk of the Sub-Fund is intended to be consistent with that of a balanced portfolio, taking a moderate level of risk.
Sterling Multi-Asset Growth is an actively managed Sub-Fund that aims to provide capital growth to investors from a diversified portfolio of investments. The overall risk of the Sub-Fund is intended to be consistent with that of a dynamic portfolio, taking a high level of risk.
To find more about the Moorea Fund range please visit https://sgpwm.societegenerale.com/en/