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MultiAsset IP Funds

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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
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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
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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

AltInvest Annual Report 2019
AltInvest Annual Report 2020
AltInvest Annual Report 2021

  • About
    • MultiAsset Investment Process Thematic
    • Strategic Asset Allocation
    • Fund Management Experience
  • MultiAsset IP Funds
  • Disclosures
  • Investing
  • News
  • Contact
  • Login
    • Shareholder Login
    • Existing Investor Login
  • Investor Notification
    AltInvest is pleased to advise that Vunani Fund Managers, Tony Bell and AltInvest have agreed, in principle, in the interests of all clients, that following Tony Bell’s resignation, he will continue to run the current TAA and segregated mandates currently awarded to him via Vunani Fund Managers. Accordingly, with Vunani Fund Managers putting the interests […]
  • About
    • MultiAsset Investment Process Thematic
    • Strategic Asset Allocation
    • Fund Management Experience
  • MultiAsset IP Funds
  • Disclosures
  • Investing
  • News
  • Contact
  • Login
    • Shareholder Login
    • Existing Investor Login

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