Investment and Return Objective
The Fund aims to achieve significant real returns over the long-term and to outperform the average South African balanced unit trust fund over a full market cycle by maintaining meaningful exposure to growth assets like equities.
The Fund invests in equities and interest bearing assets domestically and overseas. The allocation to the various asset classes will typically remain fixed at the benchmark weights, but can be varied tactically from time to time to target outperformance of the benchmark by capitalising on perceived market mispricings. The exposure within the various asset classes will typically be managed on a passive basis.
Who Should Invest
Investors seeking significant real returns over the long-term but who are cost conscious. The Fund is suitable for investors with a medium- to long-term investment horizon and is Regulation 28 compliant.
Risk Indicator = Moderately Aggressive
Risk Indicator Definition
These portfolios typically exhibit more volatility and potential for capital losses due to higher exposure to equities and exposure to offshore markets where currency fluctuations may result in capital losses. These portfolios typically target returns in the region of 5% - 6% above inflation over the long-term.