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The Ninety One Absolute Balanced Fund targets inflation-beating returns measured over three year periods, while actively managing downside risk. The fund invests in a mix of South African equity and fixed income assets. In respect of the equity portion of the fund, the focus is on the analysis of individual stocks and identifying shares that are attractively priced given their inherent value. The fund may invest in fixed income assets such as cash, bonds, inflation linked bonds and listed property. Significant portions of the portfolio are protected from negative returns using financial instruments such as equity and bond index futures. The aim is to preserve capital from a downward move in the market. Fund Features - Strong focus on capital preservation and absolute returns. - Low probability of negative returns over 12-month periods. - Preserves wealth in real terms, regardless of whether markets are rising or falling.
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