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Institutional portfolios

Domestic Balanced Strategy.

0

%

Annualized Return Since Inception*

R

0

bn

Strategy Size

0

MODERATE

Risk Profile

Investment Growth

No Data Found

Portfolio returns are gross of management fees and are as of 31 December 2022.
Performance data source: Truffle Asset Management, AlexForbes S.A. Manager Watch ™ Survey – Best Investment View.

Investment performance is for illustrative purposes only. Income is reinvested on the reinvestment date.
Investment growth is for the amount of R100 since inception of the portfolio.

0

%

Annualized Return Since Inception*

0

%

Benchmark Return

0

%

Outperformance

Objective

A domestic multi-asset solution that aims to provide consistent capital growth over the long term through actively investing in a diversified range of South African assets. Diversification across asset classes aids in reducing risk and volatility.

Investable Universe

A diversified range of South African equities, bonds and cash with a maximum equity exposure of 75%. This fund is managed according to Regulation 28.

Why choose this portfolio?

  1. A well-constructed and diversified portfolio of quality South African assets.
  2. An actively managed fund with an agile approach to asset allocation and security selection.
  3. A deliberate focus on downside risk with a disciplined risk management process to minimize capital loss.

Portfolio Overview

Alexforbes LMW Median

Targeted Return

Yes

Regulation 28

Moderate

Risk Profile

5 - 7 years

Ideal Investment Timeframe

01 December 2015

Portfolio Inception Date

R250 million

Minimum Investment Amount