Fund Summary

This fund aims to generate income and moderate capital growth over the medium to long term by investing in a combination of asset classes and uses a primarily passive-managed strategic asset allocation. It is suitable for investors who are looking to draw a regular income and/or are at the post-retirement stage of their lives.

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
Fund size R 30 964 003.99
TER A Class 0.62%

General Fund Details

Classification South African – Multi Asset – Low Equity
Benchmark CPI + 3%
Distribution dates March, June, September, December
Asset manager 10X Fund Managers (RF) (Pty) Ltd
Trustee FirstRand Bank Limited
Auditor PricewaterhouseCoopers Incorporated
Risk profile Conservative (2/5)