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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%

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.

Moorea UK Equity

This fund aim to achieve long term capital growth in excess of the MSCI UK Index over a rolling 3-year period.

 

To find more about the Moorea Fund range please visit https://sgpwm.societegenerale.com/en/