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
Diversified across multiple asset classes.
The fund is invested across multiple global markets through equity, property and bond allocations.
Unit Trust Details
|Current price / NAV||R 0.98|
|Launch date||1 May 2019|
|TER||A Class 0.50%|
General Fund Details
|Classification||South African – Multi Asset – Low Equity|
|Benchmark||CPI + 3%|
|Distribution dates||March, June, September, December|
|Asset manager||CoreShares Asset Management|
|Trustee||Société Générale Johannesburg Branch|
|Risk profile||Conservative (2/5)|