This fund is suitable for Medical Aid Schemes that seek steady inflation-beating growth of capital through an actively managed portfolio that complies with Regulation 30 of the Medical Schemes Act.
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 tactically managed. This product targets a long-term real return of 5% (CPI + 5%). It is managed in such a manner that the likelihood of capital loss over 12 months is reduced. However, no guarantee of capital over any period is given.
Segregated and Pooled Life
Medical Aid Plus 5% Composite
CPI + 5% over rolling three year period
Segregated: R500 million
Pooled Life: R20 million
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Real Return Funds are managed specifically to achieve a return in excess of inflation (CPI), usually over a three year rolling period. We manage these mandates with the dual objective of 1) Out-performing the specific inflation benchmark over a rolling 3 year period and 2) Capital Preservation: Ensuring no capital loss over a 12month period. We manage mandates for clients with objectives ranging from CPI+3% to CPI+7%.
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