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These funds invest in a spectrum of investments in the equity, bond, money, or property markets. These funds tend to have an increased probability of short term volatility, aim to maximise long term capital growth and can have a maximum effective equity exposure (including international equity) of up to 75% 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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SA – Multi Asset – High Equity Funds
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SA – Multi Asset – High Equity |
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| Did You Know ? |
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| Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM). |
| Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023. |
| Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto. |
| Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka. |
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These funds invest in a spectrum of investments in the equity, bond, money, or property markets. These funds tend to have an increased probability of short term volatility, aim to maximise long term capital growth and can have a maximum effective equity exposure (including international equity) of up to 75% 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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