We measure the performance of each fund against the risk and return objectives of their investment mandates.
All of our funds have an absolute return objective.
In the case of the Future Fund, we are focussed on generating strong risk-adjusted returns over the long term. Our focus on the Medical Research Future Fund is long-term capital preservation and provision of a stable income stream.
We keep our investment objective and focus on both growing and protecting our capital in the long-term. We build a diverse portfolio that is, as far as possible, robust to an uncertain future.
A summary of the cumulative performance of each fund since its inception as at 31 March 2017 is below.