10X Defensive Fund

The 10X Defensive Fund is suitable for investors seeking a steady level of income together with capital growth at low volatility over the medium term that is achieved with cost-effective exposure to a range of local and international asset classes.

The portfolio has a higher allocation to defensive assets (bonds and cash) than to growth assets (shares and property).

The recommended time horizon is 1-3 years and longer as returns may be volatile over periods shorter than 1 year.

Products

Retirement annuity, Living annuity, Preservation fund, Tax free savings, Unit trust

Risk profile

Low

Ideal time horizon

1 to 3 years and longer

Annualised returns since inception

8.8%

Fund size

R 1.42 billion

ASISA classification

SA - Multi Asset - Low Equity
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Why choose the 10X Defensive Fund
  • The defensive fund's objectives are to generate a steady level of income together with capital growth at low volatility over the medium term.

  • The risk profile is lower than a medium equity fund. The defensive fund risk is higher in periods shorter than a year and lower in periods greater than 2 years.

  • The majority of the fund is in local assets while still offering offshore exposure.

Downloads

For Retirement Annuity or Preservation Fund investors:

Regulation 28 Report

For Living Annuity investors:

Living Annuity Report

For Unit Trust or TFSA investors:

Fund fact sheet

Fund performance

No performance data available

Product Fees

Understanding the fees for your investment is crucial. Here is a breakdown of the costs involved to own the 10X Defensive Fund for each available product.

Products

Retirement annuity, Living annuity, Preservation fund, Tax free savings, Unit trust

Risk profile

Low

Ideal time horizon

1 to 3 years and longer

Annualised returns since inception

8.8%

Fund size

R 1.42 billion

ASISA classification

SA - Multi Asset - Low Equity
Get started

Downloads

For Retirement Annuity or Preservation Fund investors:

Regulation 28 Report

For Living Annuity investors:

Living Annuity Report

For Unit Trust or TFSA investors:

Fund fact sheet

Fund holdings and asset allocation

Fund exposure

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