Classification: South African - Multi-Asset - High Equity
Tax-Free Savings: Yes
The Fund invests across a range of assets including equities and interest-bearing instruments, both domestically and offshore. The asset allocation is anchored at the long-term strategic allocation but can be varied tactically to target outperformance of the benchmark by capitalising on signals of significant market mispricing. Where possible, a process of enhanced indexation is utilised within asset classes to deliver stable incremental alpha.
Investors seeking significant real returns over the long-term but who are cost conscious. The Fund is suitable for investors with a medium- to long-term investment horizon and is Regulation 28 compliant.
The Fund aims to achieve significant real returns over the long term and to outperform the ASISA category average of the South African - Multi-Asset - High Equity funds over a full market cycle by maintaining meaningful exposure to growth assets like equities.
These portfolios typically exhibit more volatility and potential for capital losses due to higher exposure to equities and exposure to offshore markets where currency fluctuations may result in capital losses. These portfolios typically target returns in the region of 5% - 6% above inflation over the long-term.
Classification: South Africa – Multi Asset – Low Equity
Risk Factor Moderately Conservative
Classification: Multi-asset income
Risk Factor Moderately Conservative
Classification: Global - Multi Asset - High Equity
Risk Factor Moderately Aggressive
Classification: Worldwide - Multi-Asset - Flexible
Risk Factor Aggressive
Please note
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