- The fund only invests in South African assets and does not utilise offshore capacity.
- The fund is managed in accordance with Regulation 28 making it ideal for inclusion in a retirement fund portfolio.
- The fund exhibits lower volatility with greater focus on capital preservation and minimal drawdowns.
- The fund is appropriate for medium-term investment horizons with lower risk appetite.
- The fund can invest in lower volatility income products taking advantage of market structure in pursuit of the investment objective.
- By investing in a single fund that diversifies across all major asset classes, investors outsource the difficult decision on how much and when to invest in various asset classes.
- Return objective is CPI + 3% annualised net return measured over rolling 3-year periods.
Our SA multi-asset fund for stable returns
This is a South Africa focused multi-asset fund for cautious investors. The fund aims to provide a reasonable level of income and growth, while seeking to preserve capital in real terms with low volatility over the medium to long term. The fund invests in a combination of South African securities including equities, bonds, money market instruments and listed property. The fund employs an active asset allocation and securities selection strategy with a focus on achieving stable returns. The fund may hold a maximum of 40% in equities.
