In the latest Real Assets Growth & Income Fund (RAGI) update, portfolio manager Richard Parfect shares insights into the fund’s current positioning and the rationale behind recent allocation decisions. He explains how a carefully balanced mix of infrastructure, property and specialist financial assets is driving performance while maintaining diversification and liquidity across the portfolio.
This update reinforces the fund’s role as a diversified solution for investors, providing access to tangible, income-generating real assets that complement traditional equity and fixed-income investments - helping to build resilience and enhance long-term returns.
Click on a section of the video to explore specific topics and insights:
Introduction
Our approach combines disciplined research, market insight, and active management to capture opportunities in infrastructure, property, and other tangible assets.
Fund overview
Managed by a team of experienced professionals, the fund seeks to balance growth and stability through careful asset selection, active monitoring, and risk management.
Performance highlights
The fund’s diversified strategy has delivered robust returns. Historical performance underscores our ability to identify attractive opportunities in real assets while managing risk effectively.
Portfolio positioning
Each holding is selected to complement the overall strategy, targeting stable income streams and long-term growth potential.
Risks and opportunities
Our rigorous risk management framework addresses these factors while positioning the fund to benefit from emerging trends and market inefficiencies.
Active engagement
RAGI collaborates closely with asset managers, stakeholders, and communities to ensure responsible stewardship, enhance value, and drive outcomes.
More Information
Details on how to access RAGI and include it in your portfolio, explore available platform options and investment channels.
|
For further details, including fact sheets, performance updates, and insights, please visit our RAGI webpage >
|
