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 28/02/2026 | 1 MTH | 6 MTHS | 1YR | 3 YRS |
| Fund: | 1.43% | 9.42% | 17.11% | 41.97% |
| BM: | 0.63% | 3.83% | 7.53% | 28.29% |
