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 31/08/2021 1 MTH 3 MTHS 6 MTHS 1 YR
Fund: -0.52% 1.97% 2.54% 12.33%
BM: 0.72% 2.20% 4.33% 8.10%