Strategic Asset Allocation

Equity and Real Estate Securities

Investments in equities and Real Estate have been proven to serve as a superior long-term hedge against inflation and therefore, are effective investment tools for preserving purchasing power.

Fixed Income Securities, Cash & Near Cash

Fixed Income and Cash comprising bonds and money market instruments operate as components of a comprehensive investment program providing the benefit of a fairly predictable income stream. They would also ensure sufficient liquidity at any given time.

The asset allocation for the Discovery Fund will vary within the ranges shown above, based on our periodic outlook for the capital markets and the relative attractiveness of each asset class.