The primary investment objective of the fund is to assist investors to reach a return after fees of CPI +4% p.a. over rolling 5 year periods, through a spectrum of investments in the equity, bond, money or property markets and participatory interests in related collective investment schemes.
|Benchmark||ASISA Sector||Risk||Launch Date||Income Distribution||Regulation 28|
|ASISA Sector Median||SA Multi Asset - Medium Equity||Moderate||23 January 2014||Bi-Annual (February & August)||
|In SA||Ex SA||In Africa||Fixed Interest||Property||Equity|
|≥60%||≤30%||≤10%||≤25% including international property||
≤60% including international equity
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