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ASISA Category
Benchmark
Risk Rating
Time Horizon
Equity Exposure
Offshore Exposure
Reg 28 Compliant
Income Distribution
Annual Management
Fees (Excl. VAT)
Truffle SCI Income Plus Fund
SA - Interest Bearing - Short Term
STeFI Composite
Conservative
1 - 2 years
0%
0 - 45%
No
Monthly
Class A: 0.50%
Truffle SCI Enhanced Income Fund
SA - Multi Asset - Income
110% of STeFI Composite
Conservative - Cautious
2 - 3 years
0 - 10%
0 - 45%
Yes
Quarterly
Class A: 0.70%
Amplify SCI Wealth Protector Fund
SA - Multi Asset - Low Equity
CPI + 3% over a rolling 3-year period
Cautious
3 - 5 years
0 - 40%
0 - 45%
Yes
Quarterly
Class B5: 0.87%
Truffle SCI SA Balanced Fund
SA – Multi Asset – SA High Equity
CPI + 4%
Moderate
5-7 years
0-75%
0%
Yes
Semi-annually
Class A: 0.90%
Nedgroup Inv Balanced Fund
SA - Multi Asset - High Equity
ASISA Category Average & CPI + 4%
Moderate
5 - 7 years
0 - 75%
0 - 45%
Yes
Semi-annually
Class A2: 1.10%
Truffle SCI SA Flexible Fund
SA – Multi Asset – Flexible
CPI + 5%
Moderate Aggressive
8-9 years
0-100%
0%
No
Semi-annually
Class A: 0.90%
Truffle SCI Flexible Fund
SA- Multi Asset - Flexible
CPI + 5%
Moderate Aggressive
8 - 9 years
0 - 100%
0 - 45%
No
Semi-annually
Class A: 0.90%
Truffle SCI SA Equity Fund
SA - Equity - SA General
FTSE/JSE Capped All Share (CAPI) (J303)
Aggressive
10 years +
90 - 100%
0%
No
Semi-annually
Class C: 0.75%
Truffle SCI General Equity Fund
SA - Equity - General
ASISA SA Equity General Average
Aggressive
10 years +
80 - 100%
0 - 45%
No
Semi-annually
Class A: 0.90%