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 31/12/2021 1 MTH 3 MTHS 6 MTHS 1 YR
Fund: 2.93% 8.68% 9.36% 16.10%
BM: 0.79% 2.35% 4.63% 8.87%