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 31/10/2023 | 1 MTH | YTD | 1 YR | Since Inception (1 Oct 2020) |
| Fund: | -1.16% | 5.45% | 9.47% | 30.14% |
| BM: | 0.78% | 8.64% | 10.69% | 35.02% |
