Constellation Protected Growth Prescient Fund (CPGPF)
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%
The fund achieves its objectives by:
- Systematically investing in a portfolio of structured deposits providing capital protection and equity exposure
Asset allocation
- Cash
- Money Market
- Equities
Investment minimum:
- Lump sum: R10, 000
Counterparty Exposure
- South Africa’s top 5 banking counterparties
ASISA category
- South African – Multi Asset – Low Equity
Income Distribution:
- Annually on 31 March