In order to achieve these objectives, we use a dynamic asset allocation strategy to reduce the fund’s volatility and downside risk. The fund is actively positioned in our best ideas, based on our investment team’s proven bottom-up research process.
Who should invest?
This fund is suitable for investors seeking exposure to the long-term, inflation-beating characteristics of domestic equities, with reduced downside exposure and volatility and a strong focus on capital preservation.
Benchmark: CPI + 4%. Performance is based on a lump sum investment using Class A Net Asset Value (NAV) prices with income distributions reinvested. Performance figures are quoted after the deduction of all costs incurred within the fund. Source: Morningstar
Minimum investment and fees (excl. VAT)
Lump sum: R5 000 and/or monthly debit order of R500
Initial fee: 0.00%
Financial adviser fee (maximum): 3.00%
Ongoing advice fee (maximum): 1.00% per annum
Management fee: 1.25% per annum