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.
Moorea Fund Range
Moorea Sterling Bond Strategy
This fund aims to generate a return which exceeds that of the Merrill Lynch Sterling Broad Market 1-10 year index.
Moorea Target Return CPI*+5% (not currently distributed)
This fund aims to achieve a total return which exceeds UK inflation by a margin of 5% p.a. over the medium to long term.
*Consumer Price Index
Moorea Sterling Income Focus
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.
To find more about the Moorea Fund range please visit https://sgpwm.societegenerale.com/en/