The primary investment objective of the Satrix Flexible Fund is to provide superior capital growth over the medium to long-term within a flexible mandate at least 5% above CPI measured over rolling 3-year periods. The Fund aims to limit downside risk over the medium to long-term, but investors must be aware that there might be volatility in the short term.

The C class is a new class, effective from 18 May 2026

The Satrix Flexible Fund is a new fund, effective from 15 May 2026 following an amalgamation (Glacier AI Flexible Fund of Fund)