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
