The primary investment objective of the fund is to assist investors to reach a return after fees of CPI +2% p.a. over rolling 3 year periods, through a spectrum of investments in the equity, bond, money or property markets and participatory interests in related collective investment schemes.
Benchmark | ASISA Sector | Risk | Launch Date | Income Distribution | Regulation 28 |
---|---|---|---|---|---|
ASISA Sector Median | SA Multi Asset - Low Equity | Moderately Conservative | 23 January 2014 | Bi-Annual (February & August) |
Yes |
In SA | Ex SA | In Africa | Fixed Interest | Property | Equity |
---|---|---|---|---|---|
≥55% | ≤45% | ≤10% | ≤25% including international property |
≤40% including international equity |
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