SA MULTI ASSET MEDIUM EQUITY
DESCRIPTION: Balanced Income Portfolio
PORTFOLIO OBJECTIVE RETURN: Benchmark: SA CPI + 3-5%
RISK: It has a Moderate to Aggressive risk profile and is suitable for investors seeking to preserve and accumulate capital over the medium to long term.
INVESTMENT HORIZON: This portfolio is aimed at members who have a medium time horizon (5 years and longer)
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.