This fund is suitable for Institutional investors that seek steady inflation-beating growth of capital through an actively managed portfolio that complies with Regulation 28 of the Pension Funds 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
CPI + 5% over rolling three year period
Michael Moyle, David Knee, Johny Lambridis, Sandile Malinga and Leonard Krüger
Real Return +5% Composite
Segregated: R500 million
Pooled Life: R20 million
Please contact us for a proposal