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Prosperity IP Worldwide Flexible Fund of Funds
Code: PIWCA
Overview:
The Prosperity IP Worldwide Flexible Fund of Funds is diversified across geographic regions, asset classes and fund managers. Its objective is to provide investors with above-inflation returns and capital growth in the medium-long term from a portfolio that maintains a moderate risk profile.
Fund performance
Source: Profile Data
Downloads
Suitable for Investors Who:
- The fund is best suited to investors with a moderate risk profile
- who require a balanced local and global investment exposure
- Seek a fund with a conservative bias and capital preservation.
- Fund with a flexible mandate
- Have an investment horizon of 1-5 years or more
Benchmark:
Composite benchmark;
- 36% JSE All share Index
- 24% MSCI World Index
- 12% All Bond index
- 8% JP Morgan Bond Index
- 12% AF Money Market
- 8% US Overnight Call rate
Strategy:
The Prosperity IP Worldwide Flexible Fund of Funds is managed conservatively with an emphasis on capital preservation. The fund can invest in a range of asset classes that include local and global equities, bonds, cash, and units of other funds. The strategy is to blend asset allocation with our macroeconomic views while taking advantage of irrational pricing across all markets and selecting the best funds to enhance our views.
Fund Manager
Nick Brummer
Other funds from Prosperity IP
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Investonline Portfolio Performance
Actual 10-year performance annualised from Sept 2013 to Sept 2023
9.2% Aggressive 10 Yr Annualised
8.0% Moderate 10 Yr Annualised
7.2% Conservative 10 Yr Annualised
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