The Fund aims primarily for steady and stable total returns (the combination of income and capital growth). A secondary aim is to provide a reasonable level of current income
The Fund invests in a balanced manner across a range of asset classes including shares, property investments and property funds, gilts (fixed income securities issued by governments) and interest bearing securities (financial contracts evidencing ownership or debt) and cash
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund features
A balanced fund for investors who don't want to actively manage their own asset allocation
Flexible investment style and stock selection process
Managed in accordance with Regulation 28 of the Pension Funds Act 24 of 1956
Gail Daniel
Portfolio Manager
Gail is a portfolio manager at Ninety One with responsibility for the Managed Strategy. She joined...
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