Investment Objectives, Strategy and Policy
Investment Objectives
The principal investment objective of the Trust is to seek to provide Unitholders with long term capital appreciation and income.
The Trust seeks to achieve its investment objectives by investing in an unlimited range of opportunities including, but not limited to, property, energy, operational business management, financial investments and securities and any other fields the Investment Manager determines from time to time.
Med – Fine Management (“The Investment Manager”)
Med-Fine Trust has appointed Med-Fine Management as Investment Manager to “The Fund” and is responsible for providing discretionary investment management and advisory services to the Trust.
One of the key roles which the Investment Manager performs is to manage the assets of the “The Fund” and allocate the investments in the five main divisions.
The overriding objective of the Investment Manager is to achieve long term capital growth, tied into income streams that will support and enhance the objectives of the Med-Fine “Fund” of seeking high capital growth and returns.
Information Required for Investment Proposals
For information on the material required for the evaluation of investment proposals please click here.