The fund’s aim is to provide investors long-term, positive, real returns comparable to equity returns at lower volatility by investing in a wide range of listed assets in South Africa and internationally.
An actively managed portfolio investing in shares, bonds, listed property and cash. The fund’s absolute equity exposure is limited to 400% (4x gearing) of the total net asset value. The fund may invest in derivative instruments.
The fund acts as a diversifier within a portfolio. Actively managed across asset classes and geographies with a focus on capital preservation.
Regulation 28: No
Benchmark: SteFI
Risk Profile: High
Launch Date: April 2014
Minimum Investment: R1,000,000
Ideal Investment Timeframe: 3 years to 5 years
