Balanced Plus

South African - Multi Asset - High Equity

Maximising long-term returns for retirement savers
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GENERAL INVESTOR REPORT

FUND DESCRIPTION:

South Africa's top-performing Multi-Asset High Equity Fund over the past 20 years and since inception in 1996.

INVESTOR PROFILE:

The fund is suitable for investors: Building up long-term retirement capital. Requiring a moderate capital growth portfolio. Looking to preserve the purchasing power of their capital over the long-term, but not prepared to accept the short-term turbulence of the equity market. With a time horizon of five years or longer.

BENCHMARK:

South African – Multi-asset - High Equity ASISA fund category average (excluding Coronation funds)

FUND MANAGER:

Karl Leinberger and Sarah-Jane Alexander

LAUNCH DATE: 15 April 1996
FUND SIZE: R118.12 billion
NAV (04 April 2025): 15,749.60
NUMBER OF A - UNITS: 199016601.42
TIME HORIZON: 5 years +
RISK RATING:
6/10

No. 1 balanced fund in South Africa since launch in 1996, outperforming its average competitor by 1,5% p.a. Outperformed inflation by on average 7.4% p.a. since launch and outperformed the ALSI on average by 1.0% p.a (since launch).

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