Unrestrained worldwide exposure and ideal for the South African investor with a moderate to high risk profile and investment horison of 3-5 years
Description
The fund invests in a combination between South African and global markets and can vary this ratio without any prescribed jurisdictional limits. It may invest in local and offshore Equities, Precious Metals, Listed Property, Bonds, Money market instruments and derivatives to meet its investment objectives.
Objective
The fund aims to generate consistent moderate to high capital growth over the long term. The objective is also to outperform its benchmark on a risk adjusted return basis over any rolling 24-month period.
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.
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