Investor Funds Results
The following funds match your search criteria:
- Payers & Growers® Funds
- Generate returns significantly greater than inflation over the long term
- Moderate aggressive
This Fund is suitable for investors with a risk profile that is moderate to aggressive due to the portfolio’s asset class diversification.
- Property Funds (ZAR)
- Build a specialist global property portfolio
- Aggressive
This Fund is suitable for investors seeking a specialist global property portfolio with the objective of providing investors with high income and long term capital appreciation.
- Multi Asset Funds (ZAR)
- Long term capital growth
- Conservative
This Fund is suitable for a conservative investor seeking long term capital growth with limited exposure to higher risk assets and downside volatility. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 40%.
- Multi Asset Funds (ZAR)
- Long term capital growth
- Moderate
This Fund is suitable for an investor seeking long term capital growth with a medium risk tolerance. Ideal for longer term investment goals or building retirement capital. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 75%.
- Multi Asset Funds (ZAR)
- Generate returns significantly greater than inflation over the long term
- Moderate aggressive
This Fund is suitable for an investor who seeks to generate returns significantly greater than inflation over the long term, while protecting capital against permanent loss through rigorous adherence to a value-based philosophy. The Fund is unrestricted in its choice of investments by asset class, size, industry or geography.
- Multi Asset Funds (ZAR)
- Regular income payments
- Conservative
This Fund is suitable for a conservative investor seeking regular income payments.
- Local Equity FundsS (ZAR)
- A balance between capital growth and income
- Aggressive
This Fund is suitable for investors with a high risk tolerance, seeking income plus capital growth. This Fund focuses on investing in high dividend-paying companies and can invest locally as well as up to 45% offshore.
- Local Equity FundsS (ZAR)
- Long term capital growth
- Aggressive
This Fund is suitable for the investors seeking long term capital growth with a high tolerance towards market volatility. The Fund invests exclusively in South African equities with the aim of outperforming the local equity market over time by selecting shares based on a value philosophy.
- Gobal Funds (USD)
- Long term capital growth
- Aggressive
This Fund is suitable for investors seeking long-term capital growth from a diversified portfolio of global equities. It seeks to outperform world equity markets without greater risk of loss.
- Gobal Funds (USD)
- Long term capital growth
- Aggressive
This Fund is suitable for investors seeking long-term capital growth with protection against permanent capital losses.
