Fund Summary
The 10X Moderate Fund is suitable for investors seeking capital growth with a lower level of volatility than a high equity portfolio over the medium to long-term.This will be achieved with cost-effective exposure to a range of local and international asset classes. The portfolio has a higher allocation to growth assets (shares and property) than to defensive assets (bonds and cash). The recommended time horizon is 3 years and longer as returns may be volatileover the short term.
Benefits to Investors
Diversification
Diversified across multiple asset classes
Offshore Exposure
The fund is invested across multiple global markets through equity, property and bond allocations
Unit Trust Details
Current price / NAV | R 133.15 |
Fund size | R 3 058 380 316.94 |
General Fund Details
Classification | South African - Multi-Asset - Medium Equity |
Benchmark | ASISA South African - Multi-Asset - Medium Equity Category (return target CPI+4.5%) |
Distribution dates | June, December |
Asset manager | 10X Investments (Pty) Ltd |
Trustee | FirstRand Bank Limited |
Auditor | PricewaterhouseCoopers Incorporated |
Risk profile | Moderate to Aggressive (4/5) |