Institutional investor
Domestic Balanced Fund

This fund aims to significantly outperform the median manager in the domestic retirement fund manager peer group. It has a balanced mandate and investments are diversified across equities, bonds and cash.

The fund is actively managed and is positioned in our best ideas, based on our team’s proven research process. It is Regulation 28 compliant and is available in segregated and pooled form. The fund is benchmarked against the median return of the Alexander Forbes SA Manager Watch: Best Investment View survey.

Subscribe to UP Quarterly