This medium-risk fund is ideal for investors who want steady long-term growth of their capital and income from a diverse portfolio of actively managed South African and global assets. The fund is Regulation 28 compliant, making it suitable for building up long-term retirement capital. The recommended investment horizon is five years or longer.
This fund aims to achieve steady long-term growth of capital and income by investing in a diversified combination of domestic and international assets, where the asset allocation is actively managed in the short term.
All returns quoted are A-Class after fees and charges
Investor Class (A): R10 000
Investor Class (A): R500 pm
South African - Multi Asset - High Equity
ASISA South African – Multi-Asset – High Equity Category Average
02 August 1999
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No initial fees charged
Investor Class (A): 1.00%
Additional underlying foreign fund fees are dependent on the fund and are included in the TER
This fund uses an active global asset allocation strategy and superior stock selection through a long-term valuation-based approach to beat its benchmark, with controlled risk exposure. The intended maximum limits are: Equity: 75%; Listed Property: 25%; Foreign 45%
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