MIANZO GLOBAL BALANCED FUND
To provide global equity investment with capital protection.
a) Capital Guarantee: This asset class provides safety to capital. The bond provides full or partial capital protection at maturity. Local rates comparatively are higher than developed market rates, which makes local capital protection appealing.
b) Optionality on basket of indices: An index or a choice of indices to capture a diversified equity or bond market movement. Upside participation to asset classes creates an opportunity. Exposure to currency movements depending on the risk budget.
The objectives are:
- To limit negative returns in any 1 year rolling period and
- To achieved returns in excess of CPI by 3% / 4% / 5% / 6% over a 3-year period.
Fund Managers: Luvo Tyandela
Launch date: February 2018
Benchmark: CPI
Weighted Risk Profile: Medium
Minimum Investment: ZAR 50 Million
Management Fees: Negotiable
The fund is suitable for institutional investors seeking real returns and reduced short term return volatility.
- Mianzo CPI +3% Fund
- Mianzo CPI +4% Fund
- Mianzo CPI +5% Fund
- Mianzo CPI +6% Fund