MultiAsset IP Balanced Defensive Fund
| Objective: | The fund aims to achieve stable capital appreciation with low volatility. |
| Benchmark: | CPI + 2% |
| Investment time horizon: | 2-3 years |
| ASISA category: | South African – Multi-Asset – Low Equity |
| Fund fact sheets [MDD]: | View |
MultiAsset IP Balanced Fund
| Objective: | The fund aims to achieve moderate capital appreciation with reasonable volatility. |
| Benchmark: | CPI + 4% |
| Investment time horizon: | 3-5 years |
| ASISA category: | South African – Multi-Asset – Medium Equity |
| Fund fact sheets [MDD]: | View |
MultiAsset IP Balanced Plus Fund
| Objective: | The fund aims to achieve aggressive capital appreciation with reasonable volatility. |
| Benchmark: | CPI + 6% |
| Investment time horizon: | 5 or more years |
| ASISA category: | South African – Multi-Asset – High Equity |
| Fund fact sheets [MDD]: | View |
Annual Reports
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AltInvest Annual Report 2019 |