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Global Balanced Fund

  • Maximise risk-adjusted returns with an emphasis on wealth preservation
  • Offshore exposure
  • USD denominated
  • Financial goal: moderate capital growth
  • Listed in Ireland with daily liquidity
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Local Balanced Fund

  • Maximum rand hedge exposure, mitigating South African specific risk
  • Local and offshore exposure
  • ZAR denominated
  • Financial goal: offshore diversification
  • Regulation 28 compliant
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Global Equity Fund

  • Thematic approach, indentifying innovative and disruptive industries
  • Offshore exposure
  • USD denominated
  • Financial goal: maximise capital appreciation
  • Listed in Ireland with daily liquidity
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