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 31/07/2024 | 1 MTH | 3 MTHS | YTD | 1 YR |
| Fund: | 3.19% | 6.37% | 8.60% | 12.11% |
| BM: | 0.76% | 2.30% | 5.53% | 9.70% |
