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Investment Strategy
The 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 |
Sector Range
Low – High |
Neutral Allocation |
Benchmark |
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Domestic Equities |
20 - 50% |
40% |
KSi home index |
International Equities |
50 - 80% |
60% |
S&PASX50
MSCI Asia Ex Japan
MSCI World Index Ex Australia |
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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 25% of the investment portfolio may be invested in Unlisted Equities when opportunities arise.
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