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 30/04/2021 1 MTH 3 MTHS 6 MTHS 1 YR
Fund: 1.09% 3.25% 12.82% N/A
BM: 0.60% 1.79% 3.62% N/A