Constellation Positive Growth Investment
Investor needs:
Suitable for Investors with a low to moderate risk profile:
- Seeking a low risk multi-asset fund
- Seeking capital preservation
- Wishing to protect their investment from inflation erosion
- Who have a medium to long-term investment horizon
Target return:
- CPI+4% – 8%
The fund achieves its objectives by:
Investing in tailor-made structured deposits / products specifically created for each client with the following features set out in the client mandate:
- Investment Term
- South Africa’s top 5 banking counterparties
- Local or Offshore equity exposure
- Currency exposure
- Capital preservation levels
- Regulatory requirements
- Systematic management
Asset allocation
- Cash
- Equities
Investment minimum:
- Lump sum: R10, 000, 000