Our Investment Funds
Investment options to suit all investors' needs
Explore our range of funds
Our range of investment funds is designed to support you at every stage of your investment journey. Whether your focus is on generating income, building balanced exposure, or pursuing long-term capital growth, you’ll find options aligned to your goals and risk profile.
Your portfolio can grow with you
From lower-volatility income funds to diversified multi-asset solutions and growth-oriented equity funds, each option plays a role within a broader investment strategy. As your needs evolve, your portfolio can evolve with you.
Start your investment journey
No adviser? No problem. Get a quick online quote and start investing on your terms.
Funds | Hollard FR Money Market Fund | Hollard FR Yield Plus Fund | Hollard FR Dynamic Income Fund | Hollard FR ConservativeGrowth Fund of Funds | Hollard FR Moderate Growth Fund of Funds | Hollard FR Managed Growth Fund of Funds | Hollard FR Property Fund | Hollard FR Equity Fund | Hollard Focused Global Equity Fund |
|---|---|---|---|---|---|---|---|---|---|
Risk Indicator | C | C | C | MC | M | MA | A | A | A |
Benchmark / Category | SA Interest bearing money market | SA Interest bearing short-term | SA Multi-asset Income | SA Multi-asset low equity | SA Multi-asset medium equity | SA Multi-asset high equity | SA Real estate | SA General Equity | MSCI World Index |
Recommen- | CPI + 2-3% | CPI + 2-3% | CPI + 2-3% | CPI + 2-3% | CPI + 4-5% | CPI + 6% | CPI + 7% | CPI + 7% | CPI + 7% |
Recommen- | < 1 year | 1-2 years | 2-3 years | 3-6 years | +7 years | +7 years | +7 years | +7 years | +7 years |
Hollard FR Money Market Fund
Risk Indicator
C
Benchmark / Category
SA Interest bearing money market
Recommen-
ded CPI+ Objective
CPI + 2-3%
Recommen-
ded Term
< 1 year
Hollard FR Yield Plus Fund
Risk Indicator
C
Benchmark / Category
SA Interest bearing short-term
Recommen-
ded CPI+ Objective
CPI + 2-3%
Recommen-
ded Term
1-2 years
Hollard FR Dynamic Income Fund
Risk Indicator
C
Benchmark / Category
SA Multi-asset Income
Recommen-
ded CPI+ Objective
CPI + 2-3%
Recommen-
ded Term
2-3 years
Hollard FR Conservative
Growth Fund of Funds
Risk Indicator
MC
Benchmark / Category
SA Multi-asset low equity
Recommen-
ded CPI+ Objective
CPI + 2-3%
Recommen-
ded Term
3-6 years
Hollard FR Moderate Growth Fund of Funds
Risk Indicator
M
Benchmark / Category
SA Multi-asset medium equity
Recommen-
ded CPI+ Objective
CPI + 4-5%
Recommen-
ded Term
+7 years
Hollard FR Managed Growth Fund of Funds
Risk Indicator
MA
Benchmark / Category
SA Multi-asset high equity
Recommen-
ded CPI+ Objective
CPI + 6%
Recommen-
ded Term
+7 years
Hollard FR Property Fund
Risk Indicator
A
Benchmark / Category
SA Real estate
Recommen-
ded CPI+ Objective
CPI + 7%
Recommen-
ded Term
+7 years
Hollard FR Equity Fund
Risk Indicator
A
Benchmark / Category
SA General Equity
Recommen-
ded CPI+ Objective
CPI + 7%
Recommen-
ded Term
+7 years
Hollard Focused Global Equity Fund
Risk Indicator
A
Benchmark / Category
MSCI World Index
Recommen-
ded CPI+ Objective
CPI + 7%
Recommen-
ded Term
+7 years
C = Conservative, MC = Moderately Conservative, M = Moderate, MA = Moderately Aggressive, A = Aggressive
*This is for illustrative purposes only and not an indication of future performance.
Your investment dashboard
Visit our online portal to manage your investments simply and securely.
Start your investment journey
No adviser? No problem. Get a quick online quote and start investing on your terms.
Your investment dashboard
Visit our online portal to manage your investments simply and securely.
More about the Hollard FR unit trust funds
How to invest in the Hollard FR unit trust funds
The Hollard FR unit trust funds can be accessed via the Honey products
We recommend you consult a qualified financial adviser to adeptly guide you in choosing suitable products and portfolios for your unique financial needs. If you’re confident in your choices, you can invest directly with Hollard.
Download our Hollard FR Unit Trust Fund Characteristics and Objectives
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FundRock Collective Investments (RF) (Pty) Ltd (FR) has been appointed as the registered management company of the Hollard FR Unit Trust Funds.
Visit FR for more information.
Disclaimer
The Hollard FR co-named funds (as defined in BN 778 of 2011) are registered under the Collective Investment Scheme, managed by FundRock Collective Investments (RF) (Pty) Ltd (“FR”), a registered Collective Investment Schemes Management Company in terms of the Collective Investment Schemes Control Act 45 of 2002, supervised by the Financial Sector Conduct Authority (“FSCA”). Hollard Investment Managers (Pty) Ltd is the FSCA-approved and appointed investment manager of the co-named CIS funds situated at Hollard Villa Arcadia, 22 Oxford Street, Parktown, Johannesburg. Trustee Services are provided by Standard Bank of South Africa Limited, 2 Heerengracht St, Foreshore, Cape Town. Hollard Investments is a division within the Hollard Life Assurance Company Limited and Hollard Investment Managers. Hollard Life Assurance Company Limited (Reg. No. 1993/001405/06), a licensed life insurer, FSP No. 17697, and Hollard Investment Managers (Pty) Ltd (Reg. No. 1997/001696/07), FSP No. 32521, are authorised Financial Services Providers.
Need to get in touch with us?
Call us on 0860 202 202 or email
customercare@hollardinvestments.co.za