Institutional Investor - Our Funds
 

Global Balanced

Who Should Invest

This fund is suitable for Institutional investors with an average to high 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 and international assets, where the asset allocation is tactically managed.

MONTHLY PERFORMANCE (%)

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

Investment Vehicles

Segregated and Pooled Life

Benchmark

Median Return of the participants in the Alexander Forbes Global Manager Watch (Large) Survey.

Fund Managers

David Knee, Michael Moyle, Duncan Schwulst

Inception Date

October 1998

Composite Name

Balanced Composite

Minimum Investment Size

Segregated: R500 million

Pooled Life: R20 million

Fees

Please contact us for a proposal