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