Investment Objective
The Portfolio aims to provide reasonable capital growth well above the South African inflation rate, measured over the medium term (3 years plus), whilst assuming a moderate level of volatility, following a robust strategic asset allocation framework.
Fund Information
| Inception Date: | 4 September 2020 |
| Benchmark: | Urban CPI rate plus 4% per annum |
| Fund Class: |
B |
| As at 30/04/2025 | 1 MTH | 3 MTHS | YTD | 1 YR |
| Fund: | 1.76% | 2.43% | 3.95% | 13.95% |
| BM: | 0.60% | 1.77% | 2.38% | 7.95% |
