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. The recommended investment horizon is one to three years.
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 A-Class after fees and charges
Investor Class (A): R10 000
Investor Class (A): R500 pm
South African - Multi Asset - Income
STeFI Composite Index measured over a rolling 36-month period
01 July 2009
No initial fees charged
Investor Class (A): 0.75%
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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