Performance
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Annualised Return Since Inception*
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Benchmark Return
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Outperformance
Portfolio returns are gross of management fees and are as of 30 June 2026.
Performance data source: Truffle Asset Management, Bloomberg.
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.
*Annualised return is the weighted average compound growth rate over the performance period measured.
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?
- A well-constructed and diversified portfolio of quality South African assets.
- An actively managed fund with an agile approach to asset allocation and security selection.
- A deliberate focus on downside risk with a disciplined risk management process to minimize capital loss.
