AGGRESSIVE FUND OF FUNDS
AGGRESSIVE FUND OF FUNDS
What ARE the Fund’s objectives?
The Fund aims to consistently outperform the Association for Savings and Investment South Africa (ASISA) South-African Multi-Asset High Equity category (after investment management fees) over any 3-year rolling period.
The Fund, therefore, targets high real returns and is aimed at investors that have a medium to high-risk tolerance and an investment time horizon of at least 5 years.
Who should invest?
The Fund is ideally suited for a moderate to aggressive risk profiled investor who wishes to maximize long term capital growth and who requires a well-diversified, actively managed multiasset and multi-manager investment portfolio that adheres to the guidelines set by ASISA and Regulation 28 of the Pension Fund Act.
In order to achieve high real returns over any 3-year rolling period, the Fund will have 60% to 75% exposure to local and offshore equities. Therefore, investors need to be comfortable with capital losses of 10% to 20% over any 12-month rolling period.
INVEST IN A TOP PERFORMING FUND WITH LOW FEES
Risk Profile
Medium-High
Inception
3 July 2017
Regulation 28
Compliant
Benchmark
ASISA SA Multi-Asset High Equity
1 YEAR PERFORMANCE
%
Fund Performance
%
Benchmark
%