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 31/05/2022 1 MTH 3 MTHS 6 MTHS 1 YR
Fund: -0.94% -2.37% 1.58% 8.02%
BM: 0.83% 2.51% 5.04% 9.85%