Real Return - Medical Aid Inflation Plus 5%

MONTHLY PERFORMANCE (%)

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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.

Details

Investment Vehicles

Segregated and Pooled Life

Composite Name

Medical Aid Plus 5% Composite

Fund Managers

Michael Moyle, David Knee, Johny Lambridis, Sandile Malinga and Leonard Krüger

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

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

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Our Real Return Offering

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%.

FUND MANAGERS

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