Discovery Invest funds update
We’ve provided commentary for the Discovery Funds, the Dynamic Asset Optimiser and the Annuity Escalator Fund performances.
Discovery Invest Local fund list
The latest Discovery Invest fund list now includes the monthly performance report for the Discovery Funds.
This report shows unit prices, fund statistics and fund performances over different time periods up to 31 July 2015.
Discovery Annuity Escalator fund performances
The Discovery Annuity Escalator funds give investors the reward of unlimited upside potential with the unique feature of protecting investment gains. If the guarantee of the Annuity Escalator fund reaches a new highest value within a policy year, the guaranteed minimum income on the Guaranteed Escalator Annuity increases to a new level. You can access more information about fund performances here.
Discovery’s Dynamic Asset Optimiser
Discovery’s Dynamic Asset Optimiser is designed to rebalance an investor’s asset allocation regularly to preserve their risk profile and to maximise the expected returns across the different asset classes, based on the efficient frontier. This document contains past performance information and recent weightings for default fund selection effective 31 July 2015.
Discovery Invest fund fact sheets
You can access all the latest fund fact sheets we have compiled for the Discovery single-manager funds, Discovery Escalator Funds, Discovery multi-manager funds and Discovery Target Retirement Date Funds.
Discovery single-manager fund fact sheets
Download the latest single-manager fund fact sheets for July 2015.
Discovery Escalator Fund fact sheets
Download the latest internal Escalator Fund fact sheets for July 2015.
Download the latest external Escalator Fund fact sheets for July 2015.
Discovery multi-manager funds
Download the latest multi-manager fund fact sheets for July 2015.
Discovery Target Retirement Date Fund fact sheets
Download the latest Discovery Target Retirement Date Fund fact sheets for July 2015.
|