South African investors seeking long term capital growth by investing in a typical, market related domestic balanced portfolio. The Fund is suitable for investors with a medium to long-term investment horizon and is Regulation 28 compliant.
The Fundaims to deliver long term capital growth over time by offering a well-diversified portfolio investing in a broad range of domestic only asset classes in a balanced manner. The Fund will typically have high exposure to equities although some tactical asset allocation will be performed.
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.
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