The objective of the KHG Diversified Income Fund is to provide investors with a return in excess of long-term money market deposits.
The objective of the KHG Diversified Income Fund is to provide investors with a return in excess of longterm money market deposits, whilst aiming to preserve underlying investment capital. The initial distributive yield target is between 4% – 6% per annum.
The Diversified Income Fund’s investment strategy is based on the active allocation of assets. This will involve combining different complementary assets in a bid to reduce the overall fund volatility and therefore maximise the fund’s yield and return profile.
Whilst the fund will be primarily invested into cash and high quality short and medium term debt instruments including index-linked bonds, it retains the flexibility to take a limited exposure to equity markets, which will not exceed 40%.
Please note that the KHG Balanced Fund and the KHG Diversified Income Fund of KHG Fund PLC have been temporarily suspended with effect form 12 July 2017. Please see the shareholder letter for full details.