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Prosperity IP Worldwide Flexible Fund of Funds

Code: PIWCA

Overview of Prosperity IP Worldwide Flexible Fund of Funds

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 real medium to long-term capital growth from a portfolio that maintains a moderate risk profile. The strategy is to blend the asset allocation with our macro views while taking advantage of irrational pricing across all markets and to select the best funds to enhance our views.

Fund performance

Source: Profile Data

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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 with a conservative bias and capital preservation.

Benchmark

Composite benchmark: 36% JSE All share index, 24% MSCI World Index - in Rands, 12% All Bond Index, 8% JP Morgan Bond Index - in Rands, 12 % Alexander Forbes Money Market, 8% US Overnight Call rate - in Rands.

Strategy of Prosperity IP Worldwide Flexible Fund of Funds

The fund is managed conservatively with an emphasis on capital preservation.  The strategy is to blend the asset allocation with our macro views while taking advantage of irrational pricing across all markets and to select the best funds to enhance our views.  

Fund Manager

Nick Brummber

Nick Brummer

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?