Dynamic Asset Allocation,

Optimal Multi Asset OEIC

Blended Implementation 

Optimal Multi Asset Defensive

The investment objective of the fund is to seek to deliver long-term capital growth. The fund will endeavour to achieve its investment objective by investing in a range of assets while seeking to achieve returns resulting in significantly lower levels of volatility than that experienced in broader equity markets.

Asset Allocation

As at 30 June 2021

Optimal Multi Asset Balanced

The investment objective of the fund is to seek to deliver long-term capital growth. The fund will endeavour to achieve its investment objective by investing in a range of assets while seeking to achieve returns resulting in lower levels of volatility than that experienced in broader equity markets.

Asset Allocation

As at 30 June 2021

Optimal Multi Asset Opportunities

The investment objective of the fund is to seek to deliver long-term capital growth. The fund will endeavour to achieve its investment objective by investing in a range of assets while seeking to achieve returns resulting in greater levels of volatility than that experienced in broader equity markets.

Asset Allocation

As at 30 June 2021