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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 average volatility, aim for medium to long term capital growth and can have a maximum effective equity exposure (including international equity) of up to 60% 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 – Medium Equity Funds
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SA – Multi Asset – Medium Equity |
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| Did You Know ? |
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| With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s. |
| In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments. |
| Asset manager Prime Collective Investment was founded by Shane Peters in 2005. |
| In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST. |
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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 average volatility, aim for medium to long term capital growth and can have a maximum effective equity exposure (including international equity) of up to 60% 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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