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 30/04/2024 1 MTH 3 MTHS YTD 1 YR
Fund: 0.32% 2.18% 2.09% 6.79%
BM: (updated) 0.77% 2.36% 3.15% 9.79%