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Asset Allocation Funds

PERSONAL TRUST PRUDENT FUND OF FUNDS

The Personal Trust Prudent Fund of Funds is a multi-manager solution allowing investors to invest with a selection of top South African asset managers.  The funds contain local and international securities in the equity, bond, money and property markets with the objective of achieving growth of inflation +5%. Flexible, medium to high risk investment with long-term capital growth.

Fund Objective

  • To seek above-average returns with medium to high risk for investors, with active asset allocation, within the guidelines of Regulation 28 of the Pension Fund Act.

FUND FEATURES

  • Invests in a combination of funds containing predominantly domestic securities in the equity, bond, money and property markets
  • Asset allocation is maintained to reduce volatility of returns
  • Flexible, medium to high risk investment with long-term capital growth

Why invest in the Personal Trust Prudent Fund?

Find out how you can invest with top asset managers at a reduced fee.

PERSONAL TRUST Conservative Managed Fund

The Personal Trust Conservative Managed Fund is a single manager fund best suited to retired investors drawing income from their portfolio. It has a low to medium risk profile and invests in a combination of local equities, property trusts, local and offshore bonds and cash. The asset allocation of the fund is biased toward a low equity exposure and has a full offshore weighting within the guidelines provided by Section 28 of the Pension Fund Act.

Fund Objective

  • To seek long-term capital and income returns whilst being managed according to the guidelines provided by Regulation 28 of the Pension Fund Act.

FUND FEATURES

  • Best suited to retired investors drawing income from their portfolio
  • Invests in a combination of local equities, property trusts, local and offshore bonds and cash
  • It has a maximum equity exposure of 40%
  • Suitable for investors with a low to medium risk profile
  • Investment horizon in excess of five years

PERSONAL TRUST Managed Fund

The Personal Trust Managed Fund is a single manager fund best suited to investors saving for retirement.  It differs from the Conservative Managed Fund in that it has medium to high risk profile.  It invests in a combination of local and foreign equities, property trusts, bonds and cash. The asset allocation of the fund is biased toward a full equity exposure within the guidelines provided by Section 28 of the Pension Fund Act.

Fund Objective

  • To seek above-average returns through exposure to a full equity weighting within the guidelines of Regulation 28 of the Pension Fund Act.

FUND FEATURES

  • Suitable for investors saving for retirement
  • Invests in a combination of local and foreign equities, property trusts, bonds and cash
  • Will tend to have an increased probability to volatility in the short term due to high equity exposure therefore suitable for investors with a longer term investment horizon
  • Suitable for investors with a medium to high risk profile

interested in investing?

Contact us for more information on any of our funds or to simply get advice on what is best for you.

interested in investing?

Contact us for more information on any of our funds or to simply get advice on what is best for you.

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