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This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return.
This fund's primary objective is to outperform CPI by 5% (before fees) over a rolling three-year period. The secondary objective is to reduce the risk of capital loss over any rolling 12-month period.
All returns quoted are A-Class after fees and charges
Investor Class (A): R10 000
Investor Class (A): R500 pm
South African - Multi Asset - Low Equity
CPI +5% (before fees) p.a (rolling 3-year period)
Yes
01 June 2001
Distributed bi-annually
Raging Bull and Morningstar/ Standard & Poor's
| Date | Unit | Price |
No initial fees charged
Investor Class (A): 1.00%
This fund invests in an actively managed, diversified combination of domestic and international assets where the asset allocation is tactically managed. The intended maximum limits: Equity: 40%; Listed Property: 25%; Foreign: 45%.
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South Africa
Namibia
Michael Moyle
Sandile Malinga
Leonard Krüger
