Diversified Growth Fund factsheet – December 2020

Diversified Growth Fund factsheet December 2020

Portfolio overview
Our portfolio has a balanced investment approach which, during 2020, has helped it to navigate through volatile markets. In the fourth quarter, the portfolio delivered a strong return of +7.6%. The return was +4.4% over 12 months and an annual return of +4.3% over the past three years.

Performance in the fourth quarter has contributed to the portfolio outperforming the target over 12 months.

You can download our December 2020 factsheet here.