Kagiso Balanced Fund
Description of the Fund
The Kagiso Balanced Fund is a fully discretionary portfolio. The fund has a balanced mandate and investments are diversified across SA equities, bonds and cash. The fund is structured to comply with Regulation 28 of the Pension Fund Act.
Fund Objective
The fund aims to provide investors with a steady capital growth and a total return that is better than the average balanced fund. The formal performance objective is to outperform the median manager in the Alexander Forbes SA Manager Watch: Best Investment View peer group by 1% pa over a rolling 3 year period.
2009/2010 Fund Factsheets - Kagiso Balanced Fund