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, with all growth in the underlying investment fully exempt from any tax on interest, rental income, dividends or capital gains. The fund is Regulation 28 compliant, making it suitable for building up long-term retirement capital.
This funds 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.
South African - Multi Asset - High Equity
ASISA South African – Multi-Asset – High Equity Category Average
David Knee, Michael Moyle, Johny Lambridis, Sandile Malinga and Leonard Krüger
02 August 1999
Tax-Free Class (T): R10 000
Tax-Free Class (T): R500 pm
No initial fees charged
Tax-Free Class (T): 0.80%
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%; Offshore: 25%; Africa: 5% (excl. SA).
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