Investment objectives
- The objective of the KHG Diversified Income Fund is to provide investors with a return in excess of long-term money market deposits, whilst aiming to preserve underlying investment capital.
- The initial distributive yield target is between 4% and 5% per annum.
- The Income Funds investment philosophy is based heavily on the active allocation of assets; this will involve combining different complementing assets in a bid to reduce the overall fund volatility and therefore maximise the funds yield and return profile.
- Whilst the fund will be primarily invested into cash and high quality short and medium term debt instruments including Index Linked bonds, it retains the flexibility to take a limited exposure to equity markets (Capped at 40%). This flexibility will allow the fund to protect itself in periods of interest rate cycle change.
- Target Capital appreciation 5% per annum ( Income paid quarterly)
For further information such as :-
- Investment strategy
- Performance statistics
- Factsheets and brochures
Visit www.khgfunds.com
For current fund performance download the latest fact sheet below.
