Fund objective
The objective of the Fund is to generate long-term wealth for investors by producing inflation beating returns.
Fund policy
The Fund invests in a diverse combination of local and global equities, property, bonds, and money market instruments. It is actively managed at both the security and asset class level, with a focus on long-term capital growth while preserving capital on a real (above inflation) and absolute basis. The portfolio is permitted to invest up to 45% in offshore assets (excluding South Africa), allowing access to international investment opportunities and enhanced portfolio diversification. Asset allocation decisions are made based on prevailing market conditions, using a disciplined and methodical investment process.
Risk indicator
The risk indicator provides a visual representation of the level of risk associated with the fund, helping investors understand the potential volatility and return profile. Investors are encouraged to consider their risk tolerance and investment goals when selecting a fund. The risk category shown is not guaranteed and may change over time.
Values-driven investing
View our quarterly report
View the quarterly report to see comprehensive information and performance data.
Values-driven investing
Portfolio manager
Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.
Jacobus Lacock
Fixed Income Portfolio Manager & Macro Strategist
Managed fund since 2011
Key documents
Download the necessary application form to start your investment journey.
Please complete this form to begin your unit trust investment as an individual investor; supporting documents are required in accordance with FICA regulations— refer to page 11 of the application form for details.
Download
Please complete this form to begin your unit trust investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 14 and 15 of the application form for more information.
Download
Values-driven investing
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FUND FACTSHEETS
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