This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return.
South African - Multi Asset - Low Equity
CPI +5% (before fees) p.a (rolling 3-year period)
Yes
Michael Moyle, David Knee, Johny Lambridis, Sandile Malinga and Leonard Krüger
01 June 2001
Investor Class (A): R10 000
Tax-Free Class (T): R10 000
Investor Class (A): R500 pm
Tax-Free Class (T): R500 pm
Distributed bi-annually
Raging Bull and Morningstar/ Standard & Poor's
| DATE | UNIT | PRICE |
No initial fees charged
Investor Class (A): 1.00%
Tax-Free Class (T): 0.80%
This fund's primary objective is to outperform CPI by 5% (before fees) over a rolling three-year period. The secondary objective is to reduce the risk of capital loss over any rolling 12-month period.
This fund invests in an actively managed, diversified combination of domestic and international assets where the asset allocation is tactically managed. The intended maximum limits: Equity: 40%; Listed Property: 25%; Foreign: 30%; Africa (excl. SA): 5%
