Sim balanced fund fact sheet 2013


Managed Fund. The Investec Managed Fund is an actively managed multi-asset fund with a flexible investment style. Aiming to deliver steady total returns (the combination of income and capital growth) and a reasonable level of income. As style-agnostic investors, we approach investments as realists, not prophets. Who Should Invest. This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return. Jan 12, 2014 · 31 December 2013. Fund. 5 year performance (annualised) ... Fund fact sheets. ... Giving respect to the Coronation Balanced Plus Fund as the unit trust on top of the pile, it is notable that it ... The Fund seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The Fund normally invests 50-60% of its assets in equity securities selected ...