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
November 1998
Domestic Balanced Composite
Segregated: R500 million
Pooled Life: R20 million
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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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David Knee
Michael Moyle
Sandile Malinga
Leonard Krüger