MODERATE FUND OF FUNDS
MODERATE 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 Medium Equity category (after investment management fees) over any 3-year rolling period.
The Fund, therefore, targets moderate real returns and is aimed at investors that have a medium risk tolerance and an investment time horizon of at least 3-years.
Who should invest?
The Fund is ideally suited for a moderate risk profiled investor who wishes to balance income and long term capital growth and requires a well-diversified, actively managed multi-asset and multi-manager investment portfolio that adheres to the guidelines as 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 a maximum exposure of 60% to local and offshore equities. Therefore, investors need to be comfortable with capital losses of 10% in any 12-month rolling period.
INVEST IN A TOP PERFORMING FUND WITH LOW FEES
Risk Profile
Medium
Inception
3 July 2017
Regulation 28
Compliant
Benchmark
ASISA SA Multi Asset Medium Equity
1 YEAR PERFORMANCE
%
Fund Performance
%
Benchmark
%