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These funds invest in a spectrum of investments in the equity, bond, money, or property markets. These funds tend to display reduced short term volatility, aim for long term capital growth and can have a maximum effective equity exposure (including international equity) of up to 40% and a maximum effective property exposure (including international property) of up to 25% of the market value of the fund. The underlying risk and return objectives of individual funds may vary as dictated by each funds mandate and stated investment objective and strategy.
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Global – Multi Asset – Low Equity Funds
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Global – Multi Asset – Low Equity |
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| Did You Know ? |
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| Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage. |
| In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments. |
| While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry |
| Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s. |
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These funds invest in a spectrum of investments in the equity, bond, money, or property markets. These funds tend to display reduced short term volatility, aim for long term capital growth and can have a maximum effective equity exposure (including international equity) of up to 40% and a maximum effective property exposure (including international property) of up to 25% of the market value of the fund. The underlying risk and return objectives of individual funds may vary as dictated by each funds mandate and stated investment objective and strategy.
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