Fund Overview

The Fund can invest in a wide variety of assets such as cash, government and corporate bonds, inflation–linked bonds and listed property - both in South Africa and internationally. It is specifically designed to enjoy duration flexibility and exposure to the higher yielding credit market. The selected asset managers have broad mandates allowing them maximum flexibility across a wide array of fixed interest instruments, and other instruments consistent with the guidelines of the ASISA MA Income Category; maximum 10% equity (incl. global), maximum 25% property (incl. global). The Fund complies with provisions of the Collective Investment Schemes Control Act, No. 45 of 2002 and the Regulations thereto, as amended from time to time, and complies with Regulation 28 of Pension Funds Act.

Additional Fund Information

Classification: South African - Multi Asset - Income
Benchmark: STeFI Composite Index + 1%
Regulation 28: Complies

Fund Overview

The fund suits investors looking for a reasonable income from investments that also provide for some capital growth over the longer term. The fund is made up of a diversified spread of investments in local and offshore assets including equity, cash, bonds and property. Equity exposure is capped at 40% of the portfolio. The fund invests in South African and foreign investment markets, up to the limits allowed by the ASISA South African Multi Asset-Low Equity classification.

Additional Fund Information

Classification: South African – Interest Bearing – Variable Term

Benchmark: BESA All Bond Index

Regulation 28: Complies

Related Funds

Additional Fund Information

Classification: South African – Interest Bearing – Variable Term

Benchmark: BESA All Bond Index

Regulation 28: Complies

Related Funds

Fund Managers

Richo Venter

Naweed Hoosenmia

Naweed Hoosenmia

Fund Manager

Victor Mphaphuli

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Fund Managers

Victor Mphaphuli

Sylvester Kobo

Somebody Else