The investment objective is to provide investors with a superior risk-adjusted return over medium- and long-term investment horizons.
The portfolio will seek to capitalise on all investment opportunities across all sectors and will have maximum flexibility to invest in a wide range of instruments including equities, scrip loans, debt instruments (both sovereign and corporate), derivatives, commodities, preference shares, money market instruments, unit trusts, closed end funds and ETF’s.
The portfolio objective is to provide investors with a superior risk-adjusted return over medium and long-term investment horizons using unbiased, unemotional systematic investment strategies.
Regulation 28: No
Benchmark: SteFI +2%
Risk Profile: Conservative
Launch Date: 6 October 2023
Minimum Investment: R1,000,000
Minimum Regular Investment: R1,000
Ideal Investment Timeframe: 3 years to 5 years
