|
These funds invest in a spectrum of equity, bond, money market, or real estate markets with the primary objective of maximising income. The underlying risk and return objectives of individual funds may vary as dictated by each funds mandate and stated investment objective and strategy. These funds can have a maximum effective equity exposure (including international equity) of up to 10% and a maximum effective property exposure (including international property) of up to 25% of the market value of the fund.
|
|
SA – Multi Asset – Income Funds
|
|
SA – Multi Asset – Income |
|
| Did You Know ? |
|---|
| The first ever listing of S&P 500 ETF on the JSE was from CoreShares. |
| Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer. |
| Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd. |
| JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023. |
|
|
|
These funds invest in a spectrum of equity, bond, money market, or real estate markets with the primary objective of maximising income. The underlying risk and return objectives of individual funds may vary as dictated by each funds mandate and stated investment objective and strategy. These funds can have a maximum effective equity exposure (including international equity) of up to 10% and a maximum effective property exposure (including international property) of up to 25% of the market value of the fund.
|
|
|