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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

  • About
    • MultiAsset Investment Process Thematic
    • Strategic Asset Allocation
    • Fund Management Experience
  • MultiAsset IP Funds
  • Disclosures
  • Investing
  • Contact
  • Login
    • Shareholder Login
    • Existing Investor Login
  • About
    • MultiAsset Investment Process Thematic
    • Strategic Asset Allocation
    • Fund Management Experience
  • MultiAsset IP Funds
  • Disclosures
  • Investing
  • Contact
  • Login
    • Shareholder Login
    • Existing Investor Login

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