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Ci Conservative Strategic Fund

 

Fund details

The portfolio seeks to provide investors with income and long term capital growth while maintaining a strong focus on capital preservation through strict adherence to a strategic asset allocation.

The primary objective of the portfolio will be to provide investors with income while maintaining a strong focus on capital preservation through strict adherence to a strategic asset allocation. The weighting in the asset allocation will be set by the Manager and will be rebalanced periodically, normally every six (6) months, in accordance with the market and economic conditions at the time of rebalancing.

The Manager will invest in assets in liquid form, preference shares, convertible stock, property and equity securities and non-equity securities and exchange traded funds and exchange traded notes that the Act may from time to time allow, to provide low cost exposure to local and global asset classes to best reflect the market.

The portfolio may also include participatory interests in portfolios of collective investment schemes or other similar collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.

The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio’s investment objective.

The Manager will be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.

The portfolio will be managed within the requirements of retirement funds prudential investment guidelines.
Equity exposure limited to between 15% and 40%. Property exposure limited to between 0% and 20%. Cash exposure limited to between 15% and 50%. Non-equity exposure limited to between 15% and 50%.

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