Equity fund offers clients the opportunity to procure long-term, low risk capital growth while at the same time complying to the requirements laid down in the pension fund act. The portfolio consists of local and sometimes international shares, bonds, property and money market instruments. Should market conditions allow, the portfolio would be managed as a diversified portfolio with further allocations in general and specialised funds. This will ensure that maximum earnings are derived over a wide spectrum of local and international stock exchange asset classes.
The objective of the retirement portfolio is to achieve capital growth in excess of the benchmark, the FTSE/JSE All Share index or CPI plus 2%. It also competes against the consistent Top 5 Fixed Interest Funds in South Africa.
The fund furthermore focuses on ensuring optimal capital growth during positive market conditions, thus outperforming normal Money Market and Fixed Interest Instruments.