SA – Multi Asset – Low Equity Funds

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.

- Absa Absolute Fund    
- Absa Inflation Beater Fund    
- Allan Gray Optimal Fund    
- Allan Gray Stable Fund    
- Analytics Cautious FOF    
- Argon Absolute Return Fund    
- Assetmix Conservative Fund    
- Autus Cautious Fund    
- Bovest Conservative FOF    
- Celtis Conservative FOF    
- Coronation Balanced Defensive Fund    
- Coronation Balanced Plus Fund    
- Dynasty Wealth Preserver Fund    
- Financial Fitness Stable FOF    
- Laurium Stable Fund    
- Lynx Cautious FOF    
- Nfb Defensive FOF    
- Nfb Stable Fund    
- Ninety One Cautious Managed Fund    
- Noble Pp Strategic Income FOF    
- Old Mutual Capital Builder Fund    
- Personal Trust Managed Fund    
- Pps Defensive Fund    
- Prescient Absolute Defensive Fund    
- Select Cautious Fund    
- Sim Inflation Plus Fund    
- Skyblue Kimberlite Cautious FOF    
- Stewart Absolute Return Blend FOF    
- Wealth Associates Cautious FOF    
- Weaver Stable FOF    
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©2012-2024 NGCSOFT

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SA – Multi Asset – Low Equity Funds

SA – Multi Asset – Low Equity
- Absa Absolute Fund    
- Absa Inflation Beater Fund    
- Allan Gray Optimal Fund    
- Allan Gray Stable Fund    
- Analytics Cautious FOF    
- Argon Absolute Return Fund    
- Assetmix Conservative Fund    
- Autus Cautious Fund    
- Bovest Conservative FOF    
- Celtis Conservative FOF    
- Coronation Balanced Defensive Fund    
- Coronation Balanced Plus Fund    
- Dynasty Wealth Preserver Fund    
- Financial Fitness Stable FOF    
- Laurium Stable Fund    
- Lynx Cautious FOF    
- Nfb Defensive FOF    
- Nfb Stable Fund    
- Ninety One Cautious Managed Fund    
- Noble Pp Strategic Income FOF    
- Old Mutual Capital Builder Fund    
- Personal Trust Managed Fund    
- Pps Defensive Fund    
- Prescient Absolute Defensive Fund    
- Select Cautious Fund    
- Sim Inflation Plus Fund    
- Skyblue Kimberlite Cautious FOF    
- Stewart Absolute Return Blend FOF    
- Wealth Associates Cautious FOF    
- Weaver Stable FOF    
-    
Did You Know ?
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Oasis Foord Coronation Allan Gray Absa
©2012-2024 NGCSOFT