The Fund is suitable for investors who seek stable growth and capital preservation with a time horison of 3 years
Description
The fund invests in a combination of equities, listed property, bonds and commodities. The fund can invest a maximum of 45% offshore. The mandate is capped at a maximum combined allocation of 40% to local and offshore equities and a maximum of 10% to commodities. The fund is compliant with regulation 28 of the pension funds act.
Objective
The fund aims to provide consistent and stable capital growth and to outperform its benchmark on a risk adjusted return basis over any rolling 24m period. This is achieved by diversifying between unrelated asset classes and the active management of known risks as steered by our investment process.
Strategy
The strategy focusses on active asset allocation as the main contributor of returns. Long standing cause and effect relationships between asset classes and financial indicators is monitored to determine the relative value of asset classes to cash and each other. Tactical decisions are balanced and weighted across multiple valuation disciplines.
Access
The Steer Stable FR Fund is available on the below LISP platforms:
