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1nvest Low Equity Balanced Fund

1nvest ALSI 40 Fund

The fund invests in underlying collective investment scheme portfolios or cash portfolios to achieve its objective. Each of the underlying portfolios tracks a benchmark index in the equity, bond, property or money markets in order for the overall portfolio to track its benchmark as closely as possible. The portfolio is rebalanced semi-annually and therefore has minimal trading costs.

asset class

Balanced

product type

UT

geography

Local

The fund invests in the constituents of the Top40 Index and aims to replicate the index by holding the same weightings of these constituents. The Top40 is an equity Index of the 40 largest companies by market capitalisation, listed on the JSE. The fund is rebalanced quarterly and therefore has minimal trading costs.The fund may also hold a small portion in cash instruments and listed derivatives to effect efficient portfolio management.

asset class

Equity

product type

UT

geography

Local

risk rating

conservative

moderately conservative

moderate

moderately aggressive

aggressive

conservative

moderately conservative

moderate

moderately aggressive

aggressive

minimum period

1 month

6 months

1 year

3 years

5 years

7 years

1 month

6 months

1 year

3 years

5 years

7 years

documents

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