Fund Summary

This fund aims to generate capital growth over the long-term, through investing in a combination of asset classes and uses a primarily passive-managed strategic asset allocation. It is suitable for investors who are at the pre-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 251 966 958.90
TER A Class 0.56%

General Fund Details

Classification South African – Multi Asset – High Equity
Benchmark CPI + 5%
Distribution dates March, June, September, December
Asset manager 10X Fund Managers (RF) (Pty) Ltd
Trustee FirstRand Bank Limited
Auditor PricewaterhouseCoopers Incorporated
Risk profile Moderate to Aggressive (4/5)