This fund is ideal for investors looking for a low- to medium-risk actively managed income solution that provides a high income return, together with moderate capital growth, with all growth in the underlying investment fully exempt from any tax on interest, rental income, dividends or capital gains.
This fund aims to provide moderate capital growth and maximise total returns over a rolling 36-month period, while protecting capital and reducing volatility over the medium term.
All returns quoted are T-Class after fees and charges
Investor Class (T): R10 000
Investor Class (T): R500 pm
South African - Multi Asset - Income
STeFI Composite Index measured over a rolling 36-month period
02 January 2015
No initial fees are charged
Tax-Free Class (T): 0.60%
Additional underlying foreign fund fees are dependent on the fund and are included in the TER
This fund is actively managed to protect capital and reduce volatility, investing in a flexible mix of high-yielding securities across asset classes, with intended maximum limits of: Cash: No limit; Bonds: No limit; Equity: 10%; Listed Property: 25%; Offshore: 20%; Africa: 5% (excl. SA).
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