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 30/09/2025 | 1 MTH | 6 MTHS | YTD | 3 YRS |
| Fund: | 3.02% | 9.55% | 11.91% | 50.73% |
| BM: | 0.62% | 3.63% | 5.46% | 30.25% |
