The fund aims to maximise long-term investment growth by investing in a range of offshore opportunities available in global markets around the world.
|Risk profile||Exposure||Min investment|
|Moderate||Max 75% Equity||R 25,000 Lump Sum|
|Aggressive||Min 80% Offshore||R 1,000 Monthly|
|LAUNCH DATE||9 Jun 2017|
|FUND CLASSIFICATION||Global Multi Asset High Equity|
|BENCHMARK||CPI+5% over rolling 12 months|
|FEES (Excl. VAT)||1.25%|
|PORTFOLIO SIZE||R 82 Million|
The fund offers you a combination of the best global managers and very cost-efficient tracker funds and ETF's (exchange traded funds). This allows us to manage the asset allocation using these instruments and at the same time to offer one of the most affordable global funds to our investors. Invest in ZAR but your investment exposure is in foreign currencies like USD, GBP, EUR and YEN. No exchange control or SARB approval required.
The Sharenet team has been managing fund-of-funds for years and have built up a formidable track record. We manage the asset allocation of the fund and place the funds with the best managers in those asset classes.
From as little as R 1 000 you are able to access many international sectors like technology that are underrepresented in the South African market. Alternatively, you can start with a R 25 000 deposit and maintain liquidity, meaning you can make a withdrawal at any time.
Our professional, and experienced team select reputable managers who have shown that they can consistently outperform their benchmarks. Our research has shown that combining managers with different complimentary styles can boost return as well as the stability of the return. We carefully analyse the management styles of the different managers and then use quantitative techniques to determine the optimum combination.