Investment and Return Objective
The Fund is an actively managed global equity fund that aims to outperform the MSCI World Index by 0.75% to 1% p.a. over time.
The Fund is fully invested in equities and is structured to minimise the risk of underperforming the benchmark by investing in a diversity of risk premia and blending those strategies to reduce relative market risk over time. The equity selection process targets those shares that offer value and is supported by positive market sentiment.
Who Should Invest
Investors seeking growth and protection against rand depreciation through a benchmark aware global equity fund. This Fund is suitable for investors with a long-term investment horizon who want to invest offshore in rand.
Risk Indicator = Aggressive
Risk Indicator Definition
These portfolios typically hold meaningful equity and/or offshore exposure, which may result in significant capital volatility over all periods. Due to their nature expected long-term returns are higher than for the other risk categories.