Signature Capital Balanced Fund

Fund Information

The Signature Capital Balanced Fund is ideal for investors who want steady long-term growth of their capital and income from a diverse portfolio of actively managed South African and global assets. The fund is Regulation 28 compliant, making it also suitable for building long-term retirement capital. The recommended investment horizon is five years or longer.

MEDIUM RISK

LONG TERM GROWTH

AVERAGE RETURN: 15.41%

Investment Details

ASISA Category: South African – Multi Asset – High Equity.

Regulation 28 Compliant: Yes.

Inception Date: 02. Jan 1999.

Benchmark: ASISA South African – Multi-Asset – High Equity Category Average.

Fund Managers: John Kneel, Michael Van Wyk and Michael Moyle.

Min Lump Sum: R50,000-100,000.

Annual Management Fees: Investor Class (A): 1.00%

Suitable for you if:

You are looking for steady, long-term capital growth.
You are ideally investing for at least three years.
You are comfortable with taking on some risk of market fluctuation and potential capital loss.
You wish to invest in a fund that complies with legal investment limits for optimal growth.

Fund Management Approach

This fund uses an active global asset allocation strategy and superior stock selection through a long-term valuation-based approach to beat its benchmark, with controlled risk exposure. The intended maximum limits are: Equity: 75%; Listed Property: 25%; Foreign 45%

Investment Enquiry

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Historical Fund Performance

FUND RETURN: 15.41% BENCH MARK: 12.29% OUT PERFORMANCE: 3.12%

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What would R 100,000 invested in May 2020, be worth in May 2021?

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Compliance

FSCA

In order for us to Manage funds, we have to adhere to strict regulations and bodies to protect investors.
We’re registered with the FSCA our FSCA LICENCE no is 47126 registered as Signature Capital Investments.

FISA

We’re also a member of The Fiduciary Institute of Southern Africa (FISA) is the only non-profit professional body focusing solely on fiduciary practitioners in Southern Africa.

ACI & ASISA

We’re also a member of the Association of Collective Investments (ACI), as well as The Association for Savings and Investment South Africa (ASISA).

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