• Strategy Funds

These are built in line with your inflation target objectives over a recommended investment period. We invest across a diverse range of local and global asset classes in order to manage investment risk and achieve the stated long-term target objectives.

Once we have blended the asset classes together to achieve the target objectives, we then select the best fund managers in the industry to implement our asset allocation decision. We monitor the asset class and asset manager performances over the short to medium term and make changes where necessary.

Fund

Report

Fund Description and Objective

Long-Term Target

Max 28 Fund

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This Investment Strategy gives you the opportunity to achieve maximum long-term growth. It invests in diversified portfolios of high-quality instruments. The strategy's primary exposure will be to South African and international listed shares. It aims to achieve a return in the range of 6%-7% above inflation over rolling ten-year periods. This policy based investment is specifically designed for institutional investors and is managed to comply with Regulation 28 of the Pension Funds Act of South Africa.

To achieve a total return in the range of 6%-7% above inflation over rolling ten-year periods.

Inflation Plus 1-3% Strategy

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This investment strategy seeks to grow your capital and income at a steady pace. It invests in a range of portfolios diversified across various asset classes, asset managers and high-quality instruments, including South African and international cash, listed property and listed shares.

It aims to achieve a return in the range of 1%-3% above inflation over rolling three-year periods.

Inflation Plus 3-5% Strategy

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This investment strategy seeks to grow your capital and income at a reasonable pace. It invests in a range of portfolios diversified across various asset classes, asset managers and high-quality instruments, including South African and international cash, fixed interest securities, listed property and listed shares.

It aims to achieve a return in the range of 3%-5% above inflation over rolling five-year periods.

Inflation Plus 5-7% Strategy

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This investment strategy seeks to grow your capital and income at a moderate to high pace. It invests in a range of portfolios diversified across various asset classes, asset managers and high-quality instruments, including South African and international cash, fixed interest securities, listed property and listed shares.

It aims to achieve a return in the range of 5%-7% above inflation over rolling seven-year periods.