• Specialist Funds

Fund

Report

Fund Description and Objective

Long-Term Target

Benchmark

Money Market Fund

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This Fund is aimed at investors who seek to minimise the risk of capital loss over the short-term.

The Fund aims to target 50 basis points above inflation over the medium to long term (before fees).

STeFI 3-month Index.

Long Short Equity Hedge

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The Long Short Equity Hedge is an investment policy wrapped portfolio (in terms of the Long Term Insurance Act) designed to consistently outperform STeFI+7% over a rolling 36 months. Capital protection in down markets is a key objective of the strategy.

Stefi +7% over a rolling 3 years  

STeFI