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Kagiso Stable Fund

Code: KASF

Overview

To provide total returns that are in excess of inflation over the medium term. It seeks to provide a high level of capital stability and to minimise loss over anyone-year period,within the constraints of the statutory investment restrictions for retirement funds.

Fund performance

Source: Profile Data

Downloads

Suitable for investors who...

This fund is suitable for investors who are risk averse and require a high degree of capital stability, while requiring a reasonable income and some capital growth. A typical investor would be retired or nearing retirement and seeking to preserve capital over any one-year period.

Benchmark

Total return of CPI + 2% pa

Strategy

Fund managers

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