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 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.

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