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

E

Inception

3 July 2017

N

Regulation 28

Compliant

f

Benchmark

ASISA SA Multi Asset Medium Equity

1 YEAR PERFORMANCE

%

Fund Performance

%

Benchmark

%

Outperformance

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