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 deliver capital growth over the long term while protecting capital over the short term.
Investable Universe
This strategy invests in a range of South African assets including equities, bonds and cash with a relatively low allocation to equity. The strategy is managed within Regulation 28 limits.
Why choose this portfolio?
- A deliberate focus on downside risk management to avoid market drawdowns.
- Invests in select quality assets to deliver sustainable capital growth.
- Agile fund management means quickly adapting to changing market conditions.
