Investment Strategy

The Investment Strategy guides the Investment Manager of the Company in its investment activities towards achieving a positive rate of return for its investment funds.

This strategy addresses issues of:
  • Asset allocation
  • Benchmarking performance standards
  • Risk assessments and risk management
  • Reporting on investment performance
  • Sector diversification
The strategy calls for the following asset allocation, and sets the following performance benchmarks.
Asset Class Target Allocation Benchmark
Domestic Equities 40% KSi home index
International Equities: 60%
– Australia
– World
40%
20%
S&P ASX200 Accumulation Index
MSCI World Index Ex Australia

KFM will trade on opportunities that are available in the domestic and international equities sectors.

Cash will normally only be held for operational purposes and in transit when seeking investment opportunities.

A maximum of 20% of the investment portfolio may be invested in Unlisted Equities when opportunities arise.