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 29/02/2024 | 1 MTH | YTD | 1 YR | 3 YRS |
| Fund: | 0.85% | 1.76% | 8.45% | 29.81% |
| BM: (updated) | 0.78% | 2.37% | 9.93% | 34.72% |
