Exploring Your Fund's Performance and Details

10X Moderate Fund: A low-cost way to grow your capital with a moderate level of risk

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.

Fund details

Ideal time horizon

3 years and longer

Distribution months

June,December

Fund size

R 2 415 million

Management fee

0.5% plus VAT