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The primary investment objective of the Fund is to obtain a steady growth of capital and the maximum stability for capital invested primarily in equity, bond, money market, property or derivative instruments. The Fund will strive to provide investors with a minimum return of inflation + 3% per annum on a rolling one year basis, as measured by the monthly Consumer Price Index excluding mortgages (CPI for all urban areas + 3%), yet exposing the Fund to the equity market, when the equity market outperforms inflation. To achieve this objective the fund will engage in a dynamic asset allocation strategy.
Name | Title | Since | Until |
---|---|---|---|
Jacques du Plessis | - | 2008 | Now |
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