Fund Overview

The Fund aims to outperform the average of investable peers’ returns i.e. ASISA MA Income category, at risk levels consistent with that of the sector. We expect the Fund to deliver real returns of 3% p.a. i.e. CPI+3% p.a. over the long term (net of fees). To minimise the chance of capital loss, investors should expect to invest over periods of at least one year.

Additional Fund Information

Classification: South African - Multi Asset - Income
Benchmark: STeFI Composite Index + 1%
Regulation 28: Complies

Fund Overview

The fund suits investors looking for a reasonable income from investments that also provide for some capital growth over the longer term. The fund is made up of a diversified spread of investments in local and offshore assets including equity, cash, bonds and property. Equity exposure is capped at 40% of the portfolio. The fund invests in South African and foreign investment markets, up to the limits allowed by the ASISA South African Multi Asset-Low Equity classification.

Additional Fund Information

Classification: South African – Interest Bearing – Variable Term

Benchmark: BESA All Bond Index

Regulation 28: Complies

Related Funds

Additional Fund Information

Classification: South African – Interest Bearing – Variable Term

Benchmark: BESA All Bond Index

Regulation 28: Complies

Related Funds

Fund Managers

Richo Venter

Naweed Hoosenmia

Naweed Hoosenmia

Fund Manager

Victor Mphaphuli

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Somebody Else