Institutional Investor - Our Funds
 

Domestic Balanced

Who Should Invest

This fund is suitable for Institutional investors with a low to medium risk tolerance and a long term investment horizon. The product is compliant with Regulation 28 of the Pension Funds Act.

Investment Objective

To achieve steady long-term growth of capital and income by investing in a diversified combination of domestic assets, where the asset allocation is tactically managed.

MONTHLY PERFORMANCE (%)

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

Investment Vehicles

Segregated and Pooled Life

Benchmark

Alexander Forbes South African Large Manager Watch Non-Investable Median

Fund Managers

David Knee, Michael Moyle, Duncan Schwulst

Inception Date

October 1998

Composite Name

Domestic Balanced Composite

Minimum Investment Size

Segregated: R500 million

Pooled Life: R20 million

Fees

Please contact us for a proposal