Ci institutional portfolios

Ci SA Cautious Fund

Fund details

The Ci SA Cautious Fund is an actively managed institutional multi-asset low equity portfolio. The investment objective of the portfolio is to provide investors with income and conservative capital growth while maintaining a strong focus on capital preservation. This will be done by investing in a spread of domestic equity securities, non-equity securities, money market, property and listed and unlisted financial instruments.

The Ci SA Cautious Fund aims to achieve its investment objective through diversifying across all South African asset classes and a maximum equity exposure of 40% and by actively managing the domestic asset allocation in the portfolio and shifting the assets between domestic asset classes to reflect changing economic and market conditions.

The portfolio maintains a cautious risk profile and the portfolio will comply with prudential investment guidelines to the extent allowed by the Act.

The Manager will seek to achieve this objective by investing in South African assets in liquid form, preference shares, convertible stock, property and equity securities and non-equity securities.

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.

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.