Choose from a range of investment funds
With a wide range of investment options, the plan allows you to design a program matching your individual needs. You may choose to invest among the following portfolios, as long as the total allocation equals 100%.
Targeted Income Fund
Long Term Return Target: 6-9%
Invests in global fixed income instruments, including sovereign and corporate bonds, and preference shares
Global Balanced fund
Long-term Return Target: 5%-7%
The primary objective of the fund is to provide balanced, long-term growth through an asset allocation policy that combines the long-term capital appreciation potential of equities (40%) with short-to-medium term income features of fixed income (60%).
International Opportunities fund
Long-term Return Target: 8%-12%
The fund invests substantially in the RF International Opportunities Fund, which maintains broad investment exposure to European and Asian equities, as well as a diversified portfolio of Exchange Traded Funds (ETFs) consisting of both major and emerging market equities.
