10X Moderate Fund
The 10X Moderate Fund is suitable for investors seeking capital growth with a lower level of volatility than a high equity portfolio over the medium to long-term.
This will be achieved with cost-effective exposure to a range of local and international asset classes.
The portfolio has a higher allocation to growth assets (shares and property) than to defensive assets (bonds and cash). The recommended time horizon is 3 years and longer as returns may be volatile over the short term.
Products
Retirement annuity, Living annuity, Preservation fund, Tax free savings, Unit trust
Risk profile
Medium
Ideal time horizon
3 years and longer
Fund size
R 2.72 billion
ASISA classification
SA - Multi Asset - Medium Equity
Why choose the 10X Moderate Fund
The moderate fund's objective is to generate capital growth at a lower level of volatility than a high equity fund over the medium to long-term.
The fund has a lower risk than that of a pure equity fund. The risk is higher in periods shorter than a year and lower in periods greater than 3 years.
This fund offer offshore and local exposure.
For Retirement Annuity or Preservation Fund investors:
Regulation 28 ReportFor Living Annuity investors:
Living Annuity ReportFor Unit Trust or TFSA investors:
Fund fact sheetProducts
Retirement annuity, Living annuity, Preservation fund, Tax free savings, Unit trust
Risk profile
Medium
Ideal time horizon
3 years and longer
Fund size
R 2.72 billion
ASISA classification
SA - Multi Asset - Medium Equity
For Retirement Annuity or Preservation Fund investors:
Regulation 28 ReportFor Living Annuity investors:
Living Annuity ReportFor Unit Trust or TFSA investors:
Fund fact sheetFund holdings and asset allocation
Fund exposure
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