Medical Aid Provider Fund
Description of the Fund
The Metropolitan Medical Provider Fund is a fully discretionary portfolio with a real return performance objective. Investments are diversified across a range of domestic asset classes. The fund is structured to comply with Regulation 30 of the Medical Schemes Act.
Fund Objective
The fund aims to achieve real returns over the longer term while limiting capital losses over a calendar year. The formal performance objective of the fund is to outperform CPIX + 3% pa over a rolling 3 year period while limiting capital losses over a rolling 1 year period.
Other Product Documents
2009/2010 Fund Factsheets - Medical Provider Fund