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
Launch date1 May 2019
TERA Class 0.50%

General Fund Details

ClassificationSouth African – Multi Asset – Low Equity
BenchmarkCPI + 3%
Distribution datesMarch, June, September, December
Asset managerCoreShares Asset Management
TrusteeSociété Générale Johannesburg Branch
AuditorDeloitte
Risk profileConservative (2/5)