The Excelsia Equity 27four Fund will aim to provide medium to long-term capital growth over time. The Fund will endeavour to deliver solid performance and average or lower volatility over time. In order to achieve this objective the Fund will invest in selected shares across all industry groups as well as across the range of large, mid and smaller cap shares.
The Excelsia Balanced 27four Fund aims to generate long-term growth of capital and income by investing in a diversified combination of domestic and international assets while adhering to the regulations that apply to retirement funds.
The Excelsia Flexible Income 27four Fund aims to outperform the Short-Term Fixed Income Index (SteFI) and over the short and long term. Its objective is achieving stable capital growth over 3 to 5 years and to maintain healthy liquidity in the short term while adhering to the regulations that apply to retirement funds.
The investment objective of the Excelsia Global Equity Fund is to maximise capital growth by investing directly or indirectly in global equities and equity-related securities.