This is a capital preservation and asset allocation Fund that blends strategies employed in the Balondolozi Money Market, Bonds, and Equity Funds. Derivative strategies are used only for hedging purposes. The Fund is Reg.28 compliant.
Benchmark: CPI+3% over a rolling 3 year period.
0.60%: R0 – R250m
0.55%: R250m – R500m