A guaranteed rate of return will be declared for a 12-month
period at the beginning of each year. Irrespective of this, the unit price will move according to
the market performance. At maturity, the value of the fund with the year on year guaranteed return will be compared with the actual maturity value (based on market performance) and whichever is higher will be paid. |
A higher proportion in debt securities with a lower exposure to equities provides progressive returns |
Investment in both debt and equity provides a good balance between risk and return |
High capital growth by investing a higher proportion in the equity market |