This Fund is Closed

Investment Objective

The Alusi Spectrum Balanced Fund of Funds is a diversified, multi-asset class fund. The objective of this portfolio is to deliver returns of CPI + 4% over a rolling 36 month period, aiming at income and capital growth with a medium risk profile.


Fund Information

Inception Date: November 2013
Benchmark: CPI + 4%
Minimum Investment: R 1 000 000
As at 31/12/2016 1 MTH 3 MTHS 6 MTHS YTD
Fund: -0.84% -3.58% -2.46% 0.68%
BM: 0.88% 2.68% 5.24% 10.81%