The objective of the portfolio is to provide income to the investor, from a diversified capital base that maintains its real value. The fund is Regulation 28 compliant.
Why choose this fund?
- For retirees, the fund aims to:
– protect capital,
– grow income over time, and
– provide a predictable, tax-efficient income.
- We use asset allocation to deliver stable, tax-efficient income.
- While the Fund is optimal for discretionary savings, it is the ideal initial building block for an investor’s entire retirement income planning.
B.Comm. (Honours), CA(SA), CFA®
2 May 2017
Lump sum R1 million
CPI + 4%
This portfolio aims to protect capital in real (after inflation) terms, while providing a reasonable level of income. The portfolio displays low volatility levels, designed to reduce the probability of capital losses. This portfolio has limited exposure to equities. It is designed for capital protection and aims to ensure a stable income and/or income growth.