The primary investment objective of the fund is medium to long-term capital growth, through investments in selected shares across all industry groups as well as across the range of large, mid and smaller cap shares, with a risk / return profile comparable with that of the overall JSE equities market.
| Benchmark | ASISA Sector | Risk | Launch Date | Income Distribution | Regulation 28 |
|---|---|---|---|---|---|
| ASISA Sector Median | SA Equity - General | Aggressive | 23 January 2014 | Bi-Annual (February & August) |
No |
| In SA | Ex SA | In Africa | Fixed Interest | Property | Equity |
|---|---|---|---|---|---|
| ≥60% | ≤30% | ≤10% |
≤80% |
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