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 31/03/2026 | 1 MTH | 6 MTHS | 1YR | 3YRS |
| Fund: | -4.41% | 1.53% | 11.23% | 35.51% |
| BM: | 0.58% | 3.74% | 7.19% | 25.36% |
