CAUTIOUS FUND OF FUNDS

CAUTIOUS 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 Low Equity category (after investment management fees) over any 3-year rolling period. The Fund, therefore, targets high income and stable reasonable growth whilst aiming (no guarantee) to preserve capital over shorter-term periods

The Fund is aimed at investors that have a low-risk tolerance (i.e., are close to retirement or in retirement) and an investment time horizon of 3-years.

Who should invest?

The Fund is ideally suited for a conservative risk profiled investor or an investor that is close to or in retirement and wishes to maximize income whilst still aiming to produce real returns over the long term. The Fund is suitable for investors which require a well-diversified, actively managed multi-asset 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 income but also real returns over any 3-year rolling period, the Fund will have up to 40% exposure to local and offshore equities. Therefore, investors need to be comfortable with capital losses of up to 5% over any 12-month rolling period.

INVEST IN A TOP PERFORMING FUND WITH LOW FEES

Risk Profile

Low / Medium

E

Inception

3 July 2017

N

Regulation 28

Compliant

f

Benchmark

ASISA SA Multi Asset Low Equity

1 YEAR PERFORMANCE

%

Fund Performance

%

Benchmark

%

Outperformance

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