This month’s fund in focus is Cohen & Steers Diversified Real Assets.
The fund’s overall objective is to achieve a positive total return over the long term and to maximize real returns during inflationary environments. It offers investors a core, diversified and liquid real asset (infrastructure, real estate, natural resources etc.) allocation solution that delivers the key attributes of a range of asset classes, including attractive total returns across a full market or economic cycle, diversification away from broad stock and bond markets and real returns during periods of inflation.
A few points to note:
*Source Financial Express, Cohenandsteers.com, Financial Times
As always, you should only consider the investment views contained in this Market Insights update in the context of your own attitude to risk and how such choices might impact your Asset Allocation model. Should you wish to discuss your investment portfolio, please contact Harvest Financial Services on 01 2375500 or email justask@harvestfinancial.ie
This marketing information has been provided for discussion purposes only. It is not advice and does not take into account the investment needs and objectives, financial position, risk attitude, liquidity needs, capital security needs and/or capacity for loss of any particular person. It should not be relied upon to make investment decisions.
Warning: The return may increase or decrease as a result of currency fluctuations.
Warning: The figures refer to the past. Past performance is not a reliable indicator of future results.
Warning: The value of your investment may go down as well as up. You may get back less than
you invest.
Warning: The income you get from this investment may go down as well as up.
Harvest Financial Services Limited is owned by ILGWM Limited (a subsidiary of Irish Life Group), which is part of the Great-West Lifeco Group of companies.
Harvest Financial Services Limited is regulated by the Central Bank of Ireland. Registered in Ireland No.137567.
Registered Office: Block 3, The Oval, Shelbourne Road, Ballsbridge, Dublin 4. Postcode: D04 T8F2