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.
Overview
Products:
Risk profile
Lower than that of a pure equity fund. Higher in periods shorter than a year, lower in periods greater than 3 years.
Ideal time horizon
3 years and longer
Annualised returns
10.2%
Fund size
R 3.1 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.
Downloads
For Retirement Annuity or Preservation Fund investors:
Download ReportFor Living Annuity investors:
Download ReportFor Unit Trust or TFSA investors:
Fund fact sheetPerformance
Source: Morningstar; Returns for 10X Your Future strategy since inception, Benchmark: ASISA Multi-Asset High Equity Category Disclaimer
Product Fees
Understanding the fees for your investment is crucial. Here is a breakdown of the costs involved to own the 10X Moderate Fund for each available product.
Fund holdings and asset allocation
The fund is invested in a diversified portfolio of assets. The fund's asset allocation and exposure to different sectors, issuers, and geographies are shown below if applicable. For more information, please refer to the fund fact sheet.
Fund exposure
Overview
Products:
Risk profile
Lower than that of a pure equity fund. Higher in periods shorter than a year, lower in periods greater than 3 years.
Ideal time horizon
3 years and longer
Annualised returns
10.2%
Fund size
R 3.1 billion
ASISA classification
SA - Multi Asset - Medium Equity
Downloads
For Retirement Annuity or Preservation Fund investors:
Download ReportFor Living Annuity investors:
Download ReportFor Unit Trust or TFSA investors:
Fund fact sheetHow can we 10X Your Future?
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