The fund aims to generate the maximum possible investment return over a long-term investment horizon. The fund of funds invests primarily in a selection of Old Mutual Group collective investment scheme portfolios offering exposure to South African and international assets.
The Comprehensive plan offers a range of top quality qualifying investment funds. You can choose up to five funds at first, and can switch between these funds at any time. The first four switches in any plan year are free.
The Capilis TFIA is suitable to investors looking to build long-term wealth, benefit from no capital gains tax (CGT) and not settle for interest rate related returns. Preferably investors must have a time horizon of 10 years or more and have
The Mosaic Flexible Prescient Fund is suitable for investors in pursuit of maximum long-term returns and are able to withstand short-term market turbulence. It is not suitable for investors concerned with short-term capital losses or who want to generate income. The
The Guaranteed Growth Plan is an endowment product where the original investment amount, plus the yield at the guaranteed rate for the investment period, is payable to the policyholder at the end of a five-year term. The policy holder receives
The Guaranteed Income Plan is a two-fold investment product where the initial capital is returned to the policyholder after five years and a guaranteed monthly/annual income is provided. The policy holder receives a tax-free return in terms of the current
The Fund offers efficient and cost effective exposure to listed property as represented by the FTSE/JSE SA Listed Property Index. Tracking error to the index is minimised in the process. The Fund is a property index fund where returns are
This portfolio is a feeder fund. The primary objective of this feeder fund is to provide income to investors and capital growth over the long term. To achieve its investment objective the portfolio will, apart from assets in liquid form,
The PPS Balanced Index Tracker Fund is a South African Multi Asset High Equity portfolio that may invest in a combination of listed and unlisted financial instruments in the local and global equity, bonds, money, and property markets with the explicit
The primary investment objective of the portfolio is to provide the investor with capital growth over the long-term with moderate levels of volatility. This is a high equity portfolio with a maximum of 75% in equities and is structured to
The portfolio aims to preserve capital, but provide returns in excess of that offered by a traditional money market portfolio. The mandate is, however, more flexible and the average portfolio duration will be longer than that of traditional money market
This fund is suitable for Muslim investors requiring a Sharia-compliant portfolio appropriate for retirement schemes. Investors would also be seeking to build and grow their long-term retirement savings, while preserving the purchasing power of their capital over the long-term and
In order to achieve its objectives, the fund will generally be invested in a diversified portfolio of South African equities subject to the statutory investment limitations. The fund employs our investment process, with several filtering layers implemented over and above
The Coronation Strategic Income Fund allocates assets across the yielding asset classes. The fund is suitable for investors who are: Looking for an intelligent alternative to cash or bank deposits over periods from 12 to 36 months. Seeking managed exposure to
The Coronation Property Equity Fund is a sector-specific equity fund that invests in quality listed property assets. The fund is suitable for investors: Requiring a regular stream of income from their capital base. Seeking an asset class with a lower
