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2.7531
-0.0016
(-0.058%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)
Fund Performance
| Period Return %Growth of R1 000 |
 |
| * Not annualised |
| Period Return %Growth of R1 000 |
|
| * Not annualised |
Key Facts and Fund Objective
| Key Facts |
| Formation Date | 31 Mar 2014 |
| Fund Size (ZAR) | 1 120 211 279 |
| Latest Price | 275.31 |
| PlexCrowns |  |
| Total Expense Ratio (31/03) | 1.34% |
| Minimum Investment | R30 000 |
| TTM Distribution Yield | 0.01% |
| Key Facts |
| Formation Date | 31 Mar 2014 |
| Fund Size (ZAR) | 1 120 211 279 |
| Latest Price | 275.31 |
| PlexCrowns | |
| Total Expense Ratio (31/03) | 1.34% |
| Minimum Investment | R30 000 |
| TTM Distribution Yield | 0.01% |
| Fund Objective |
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The investment objective of the INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND is to generate capital appreciation over the medium to long term. The INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND is a Feeder Fund, and feeds into the Alexander Forbes Strategic Global Balanced Fund, which is characterised as being of a multi-asset class nature.
The INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND will, apart from assets in liquid form, consist solely of participatory interests in the above-mentioned underlying portfolio and financial instruments for the exclusive purpose of hedging exchange rate risks....Read more
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| Fund Objective |
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The investment objective of the INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND is to generate capital appreciation over the medium to long term. The INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND is a Feeder Fund, and feeds into the Alexander Forbes Strategic Global Balanced Fund, which is characterised as being of a multi-asset class nature.
The INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND will, apart from assets in liquid form, consist solely of participatory interests in the above-mentioned underlying portfolio and financial instruments for the exclusive purpose of hedging exchange rate risks.
The underlying portfolio invests in a mix of collective investment portfolios. The Alexander Forbes Strategic Global Balanced Fund is suitable for investors who want to maximize capital growth over the medium to long term (five to seven years). It is aimed at investors who have a relatively low aversion to risk and would like exposure to equity markets. The Fund's relatively high weighting to equities is designed to increase the possibility of returns above inflation in the medium to long term (five to seven years). The Manager will be permitted to invest, at its discretion, on behalf of the INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND in offshore investments as legislation permits.
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| Fund Objective |
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The investment objective of the INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND is to generate capital appreciation over the medium to long term. The INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND is a Feeder Fund, and feeds into the Alexander Forbes Strategic Global Balanced Fund, which is characterised as being of a multi-asset class nature.
The INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND will, apart from assets in liquid form, consist solely of participatory interests in the above-mentioned underlying portfolio and financial instruments for the exclusive purpose of hedging exchange rate risks....Read more
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| Fund Objective |
|
The investment objective of the INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND is to generate capital appreciation over the medium to long term. The INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND is a Feeder Fund, and feeds into the Alexander Forbes Strategic Global Balanced Fund, which is characterised as being of a multi-asset class nature.
The INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND will, apart from assets in liquid form, consist solely of participatory interests in the above-mentioned underlying portfolio and financial instruments for the exclusive purpose of hedging exchange rate risks.
The underlying portfolio invests in a mix of collective investment portfolios. The Alexander Forbes Strategic Global Balanced Fund is suitable for investors who want to maximize capital growth over the medium to long term (five to seven years). It is aimed at investors who have a relatively low aversion to risk and would like exposure to equity markets. The Fund's relatively high weighting to equities is designed to increase the possibility of returns above inflation in the medium to long term (five to seven years). The Manager will be permitted to invest, at its discretion, on behalf of the INVESTMENT SOLUTIONS STRATEGIC GLOBAL BALANCED FEEDER FUND in offshore investments as legislation permits.
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