You are currently viewing our desktop site, do you want to download our app instead?
Moneyweb Android App Moneyweb iOS App Moneyweb Mobile Web App

NEW SENS search and JSE share prices

More about the app

INVESTMENT AND RETURN OBJECTIVE
The Fund aims to achieve significant real returns over the long term and to outperform the average South
African balanced unit trust fund over a full market cycle by maintaining meaningful exposure to growth assets like equities.
INVESTMENT PROCESS
The Fund invests in equities and interest bearing assets domestically and overseas. The allocation to the
various asset classes will typically remain fixed at the benchmark weights but can be varied tactically from
time to time to aim for outperformance of the benchmark by capitalising on perceived mispricings in the
market. The exposure to the various asset classes will typically be managed on a passive basis.
INSIDER SUBSCRIPTIONS APP VIDEOS RADIO / LISTEN LIVE SHOP OFFERS WEBINARS NEWSLETTERS TRENDING PORTFOLIO TOOL CPD HUB

Follow us:

Search Articles:
Click a Company: