The fund aims to deliver strong capital growth and income over the long term and thereby significantly outperform the average competitor balanced fund.

The fund has a balanced mandate and investments are diversified across domestic equities, bonds and cash. The fund is actively managed and is positioned in our best ideas, based on our team’s proven research process. The fund is Regulation 28 compliant.

Who should invest?

This fund is suitable for investors seeking exposure to the South African capital markets and able to withstand short-term market fluctuations in pursuit of high capital growth over the long term. The fund is retirement fund regulation compliant and is suitable for investors in retirement fund solutions.

This fund is available as a tax-free investment option.