Institutional portfolios
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Annualised Return Since Inception*
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Investment Growth
No Data Found
Portfolio returns are gross of management fees and are as of 31 December 2024.
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.
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Annualised Return Since Inception*
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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?
- 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.