/ Balanced Fund

Overview

The fund is an actively managed multi-asset class mandate designed to reflect Melville Douglas’s optimal long-term capital growth strategy.

The objective of the fund is to deliver high growth of capital and income at a reasonable level of current income and relative stability. The fund is designed to achieve long-term growth. At all times, the Balanced Fund focuses on delivering balance: a balance between investment returns and the risk associated with those returns, between capital growth and cash generation, and between compound and cyclical price performers.

The fund’s benchmark is ASISA South Africa MA High Equity Sector Average

Investor Profile

The fund is suitable for investors who are seeking moderate capital growth and have an investment horizon longer than five years. The investor is willing to assume a moderate amount of risk in the pursuit of long-term growth.

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Fund Facts

Risk Rating
Moderately Aggressive
Benchmark
ASISA South Africa MA High Equity Sector Average
Minimum initial investment
R 10 000
lump sum
Minimum additional investment
R 500
monthly

Fund Documents

Fund Documents Type Size    
Fund fact sheet PDF 360 KB Open Download

Risk Profile

Fund Archive