Investment Objective
The Portfolio aims to provide reasonable capital growth well above the South African inflation rate, measured over the medium term (3 years plus), whilst assuming a moderate level of volatility, following a robust strategic asset allocation framework.
Fund Information
| Inception Date: | 4 September 2020 |
| Benchmark: | Urban CPI rate plus 4% per annum |
| Fund Class: |
B |
| As at 31/08/2025 | 1 MTH | 6 MTHS | YTD | 3 YRS |
| Fund: | 0.93% | 7.03% | 8.63% | 42.96% |
| BM: | 0.63% | 3.58% | 4.83% | 30.72% |
