This fund is Regulation 28 compliant and can invest in a wide variety of domestic and international asset classes (eg equities, listed property, conventional bonds, inflation-linked bonds and cash). As the fund aims to maximise returns, it will have as trong bias towards equities - typically the asset class with the highest expected long-term returns. The fund is positioned in our team’s best ideas - which emanate from our bottom-up research process - and is actively managed to achieve an optimal risk / reward balance and consistent positive alpha.
Kagiso Balanced Fund is Suitable for investors who...
investors who are building up and growing their long-term retirement capital, while seeking capital growth. Investors would also be seeking to preserve the purchasing power of their capital over the long term, with a time horizon of three years or longer.
Kagiso Balanced Fund Benchmark
South African - Multi Asset - High Equity funds mean
Kagiso Balanced Fund Strategy
To provide investors with high longterm capital growth, within the constraints of the statutory investment restrictions for retirement funds.The fund seeks to provide a moderate exposure to volatility in the short term.