The fund uses a stand-alone multi-asset strategy with prudential international exposure. The investment process is based on a balanced research process. The fund is Regulation 28 compliant such that institutions like pension and retirement funds can invest in it.
The fund may invest in JSE listed companies, listed gilts and interest bearing securities, money market instruments, listed property companies or securities, listed derivative instruments, participatory units in collective investment schemes and foreign investments.
The fund aims to achieve high returns over the long term with moderate volatility. The fund further aims to produce steady, stable growth in income and capital values in a balanced manner.
The fund's benchmark is the median performance of its relevant peer-group, measured over rolling three-year periods.