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. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains.
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.
South African - Multi Asset - Low Equity
CPI +5% p.a over a rolling 3-year period
David Knee, Michael Moyle, Johny Lambridis, Sandile Malinga and Leonard Krüger
02 January 2015
Tax-Free Class (T): R10 000
Tax-Free Class (T): R500 pm
No initial fees are 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 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%; Offshore: 25%; Africa: 5% (excl. SA).
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