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Moorea Fund Range
The investment objective of the Moorea Fund - Real Assets Fund is to generate modest medium-to-long-term total returns with lower volatility than global equity markets.
This fund aims to generate a return which exceeds that of the Merrill Lynch Sterling Broad Market 1–10-year index.
The investment objective of this fund is to generate a yield of at least 90% of the yield from the FTSE All Share index, excluding specials by investing in a diversified portfolio of 50% equities and 50% bonds.
Moorea Fund - Sterling Multi-Asset Balanced
The Sterling Multi-Asset Balanced fund is an actively managed sub-fund that aims to provide capital growth to investors from a diversified portfolio of investments. The overall risk of the sub-fund is intended to be consistent with that of a balanced portfolio, taking on a moderate level of risk.
Moorea Fund - Sterling Multi-Asset Growth
The Sterling Multi-Asset Growth fund is an actively managed sub-fund that aims to provide capital growth to investors from a diversified portfolio of investments. The overall risk of the sub-fund is intended to be consistent with that of a dynamic portfolio, taking on a high level of risk.
To find more about the Moorea Fund range please visit https://sgpwm.societegenerale.com/en/
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