The Contego B3 MET Protected Balanced Fund is a SA - Multi Asset - High Equity fund offering investors steady growth of capital plus an attractive income. It is distinguished by the fact that the capital and returns to date is protected using techniques, which are the trademark of Contego, the Protection Specialists.
The investment risk is expertly diversified by investing funds in quality local shares, bonds, property, offshore assets and cash. Value is added through active share selection while the income component of the fund will be enhanced by actively managing the duration of the fixed income assets. Innovative hedging strategies on equity and bonds preserve your capital and returns to date, giving investors' peace of mind.