Protected funds

Choosing a protected fund is an option for investors who are more comfortable with lower levels of risk. These actively managed funds offer you the potential to earn real investment returns while limiting your exposure to risk. We have a number of protected funds to suit your specific needs. You can invest in one or a combination of these funds to more closely match your personal risk profile.

The Protected 70 Fund is an actively managed fund which invests up to 90% in the equity based Dynamic Fund and the balance in a Cash Fund.

  • Actively managed fund with investments in a combination of the Dynamic Fund and a Cash Fund
  • Protected Price: equal to 70% of its highest ever unit price
  • Risk rating: 4

The Protected 80 Fund (previously called Protected Dynamic (Series C)) is an actively managed fund which invests up to 70% in the equity based Dynamic Fund and the balance in a Cash Fund.

  • Actively managed fund with investments in a combination of the Dynamic Fund and a Cash Fund.
  • Protected Price: equal to 80% of its highest ever unit price
  • Risk rating: 4

The Protected 90 Fund is an actively managed fund which invests up to 40% in the equity based Dynamic Fund and the balance in a Cash Fund.

  • Actively managed fund with investments in a combination of the Dynamic Fund and a Cash Fund.
  • Protected Price: equal to 90% of its highest ever unit price
  • Risk rating: 3
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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