This fund is suitable for Institutional investors with a low to medium risk tolerance and a long term investment horizon. The product is compliant with Regulation 28 of the Pension Funds Act.
To achieve steady long-term growth of capital and income by investing in a diversified combination of domestic assets, where the asset allocation is tactically managed.
Segregated and Pooled Life
Alexander Forbes South African Large Manager Watch (Investible) Median
Domestic Balanced Composite
Segregated: R500 million
Pooled Life: R20 million
Please contact us for a proposal
Our domestic and global balanced Funds have been established as leading Funds in the South African Market, with superb long-term track records. Combining our key areas of skill with the access to international resources contribute to consistent top quartile performance as measured against our peers.
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