-
Diversification: The fund’s portfolio is made up of a well-balanced mix of equities and government bonds, which helps to spread risk and ensure more stable returns. This diversification is key to mitigating volatility and managing risk over time.
-
Tax Benefits: One of the standout features of the LHSTPLUS-ASSF Fund is its tax-efficient nature. As part of the SSF initiative, investors are eligible for tax exemptions on capital gains, making it an attractive option for those looking to optimize their tax position.
-
Moderate Risk: The fund strikes a balance between growth and risk, as it invests in both high-growth equities and safer government bonds. This dual approach allows investors to benefit from potential equity growth while reducing the overall risk of the portfolio through fixed-income investments.
-
Long-Term Focus: The LHSTPLUS-ASSF Fund is designed for long-term investors, with a strategy that focuses on building wealth over time. The fund’s mix of assets allows it to weather short-term volatility and capitalize on long-term market trends.
Target Investors
The LHSTPLUS-ASSF Fund is well-suited for:
-
Moderate-risk investors: Those looking for a balanced investment with both growth potential and risk management.
-
Long-term investors: Ideal for individuals seeking to build wealth gradually, with a focus on capital appreciation over an extended time horizon.
Tax-conscious investors: Those who wish to benefit from the tax incentives provided under the SSF structure. shutdown123
Comments on “Features of the LHSTPLUS-ASSF Fund”