Institutional Investor - Our Funds
 

Real Return - Medical Aid Inflation Plus 5%

Who Should Invest

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. 

Investment Objective

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.

MONTHLY PERFORMANCE (%)

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  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

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Details

Investment Vehicles

Segregated and Pooled Life

Composite Name

Medical Aid Plus 5% Composite

Fund Managers

Michael Moyle, David Knee and Johny Lambridis

Inception Date

June 2013

Benchmark

CPI + 5% over rolling three year period

Minimum Investment Size

Segregated: R500 million

Pooled Life: R20 million

Fees

Please contact us for a proposal