This fund is ideal for investors looking for a low- to medium-risk actively managed income solution that provides a high income return, together with moderate capital growth, with all growth in the underlying investment fully exempt from any tax on interest, rental income, dividends or capital gains.
This fund aims to provide moderate capital growth and maximise total returns over a rolling 36-month period, while protecting capital and reducing volatility over the medium term.
South African - Multi Asset - Income
STeFI Composite Index measured over a rolling 36-month period
David Knee & Roshen Harry
02 January 2015
Tax-Free Class (T): R10 000
Tax-Free Class (T): R500
No initial fees are charged
Tax-Free Class (T): 0.60%
Additional underlying foreign fund fees are dependent on the fund and are included in the TER
This fund is actively managed to protect capital and reduce volatility, investing in a flexible mix of high-yielding securities across asset classes, with intended maximum limits of: Cash: No limit; Bonds: No limit; Equity: 10%; Listed Property: 25%; Offshore: 20%; Africa: 5% (excl. SA).
Find out with our Past Performance ToolPAST PERFORMANCE TOOL
Our Fund Picker will help you find the fund that best matches your investment goals.Fund Picker