SA MULTI ASSET INCOME
DESCRIPTION: Income Portfolio
PORTFOLIO OBJECTIVE RETURN: Benchmark: SA CPI + 2%
RISK: It has a conservative risk profile and is suitable for investors seeking to preserve capital over the short term. It is not suitable for those seeking aggressive accumulation of capital.
INVESTMENT HORIZON: This portfolio is aimed at members who have a shorter time horizon (less than 3 years)
TAX CONSIDERATIONS: Tax efficient funds will be used where appropriate, but as the portfolio is available for both discretionary and contractual products, this will not be at the expense of returns.
REGULATORY CONSIDERATIONS: The portfolio will only invest in regulated collective investment schemes domiciled in South Africa.
The portfolio is Reg. 28 compliant and suitable for pension investments.