About the Manager and Strategy


Launch date                                      1 March 2019

General investment objective        Balanced Income Assets

Risk profile                                        Medium/High Risk


Investment Strategy:

This is a portfolio designed for investors wishing to have no more than 60% allocation to pure equities and balanced allocation to bonds and property in a suitable risk adjusted mixture of passive and active investments within a balanced income mandate.

Investment Objective:

This portfolio aims to generate growth in ZAR of CPI plus 2% or more over the long term.

This portfolio is available in both TFSA and RA accounts.


ASISA South African MA Medium Equity


Initial Bundle Fee                 1.4%

Bundle Renewal Fee          1.4%


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Bundle Information

RA Investable YES
Launch Date 2019/02/28
Benchmark ASISA South African MA Medium Equity
Minimum Time Horizon

Percentage and Performance


Management/Bundle Fee 1.40%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 1.40%


* Performance quoted excludes management / bundle fee's
May 2022 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
YTD 0.00%
Last 12 Months 0.00%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV


Since Inception 12.2%
1 Year Volatility 4.79%
3 Year Volatility 12.2%
Best Month 9.47%
Worst Month -12.46%
Maximum Drawdown -19.94%

Sector Allocation

Asset Allocation

Bonds 0%
Property 0%
Cash 0%
Local Equity 0%
Foreign Equity 0%


Here is a list of companies/ETFs that make up this bundle.