Managed Fund

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Investor Profile

The unit trust portfolio is suitable for investors requiring moderate capital growth and who do not wish to make complex asset allocation decisions between equities, cash and bonds. Diversification across all asset classes, and a maximum equity exposure of 75%, helps to reduce risk and volatility relative to a general equity portfolio.

Investment managers

Truffle Asset Management

Truffle Asset Management is an owner managed business with a rigorous investment process based on bottom-up fundamental research, downside protection and risk management. Truffle Asset Management has a stable team of investment professionals with a vast depth of experience and an excellent long-term track record in managing balanced funds. Truffle Asset Management was established in 2008.

Truffle embeds environmental, social, and governance factors into its investment decision-making process, and supports this by factoring non-financial risks into company valuations. This affords Truffle a holistic view as it seeks to actively engage investee companies on sustainability issues.

Risk profile

Low risk High risk

The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000* Debit order: R250* The R250 minimum is only for UT and TFI products. The minimum for products such as retirement annuity, endowments, pension preservations and provident preservations is R500.