Fund Overview

The Fund aims to provide long-term growth of capital and income with volatility at risk levels consistent with low equity (< 75% equity) portfolios. The objective of the Fund is to outperform the average of investable peer’s returns i.e. ASISA Multi-Asset High Equity category, at risk levels consistent with that of the sector. We expect the Fund to deliver real returns of 6% p.a. i.e. CPI+6% 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 seven years.

Additional Fund Information

Classification: South African - Multi Asset - High Equity
Benchmark: South African - Multi Asset - High Equity Median
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

Malcolm Holmes

Malcolm Holmes

Fund Manager

Victor Mphaphuli

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Somebody Else