BHELEBANE BALANCED FUND

Investment and Return Objective

The Fund aims to return Prime +3% per annum over the medium term by generating consistent positive returns while managing capital downside over rolling 24-month periods.

Who Should Invest

This actively managed portfolio is well diversified, moderately risky and balanced, designed to give investors maximum exposure to the local equity, credit and property markets. This makes this fund especially suitable for local retirement funds and asset managers who are required to meet the statutory local investment requirement (30% and 50% respectively), whilst having diversified asset mix. The portfolio typically holds significant equity exposure which may result in significant capital volatility over shorter periods.

Investment Process

Bhelebane Balanced Fund is a feeder fund to three master funds: Inhlonhla Income Positive Return Fund, Inhlonhla Property Fund and Inhlonhla Equity Fund. It is designed to give investors maximum exposure to the local equity, credit and property markets. Investors in this fund will always be within the local investment limits, be well diversified and can expect a reasonable return both from periodic income and capital growth.

Risk IndicatorMODERATELY HIGH

The portfolio typically holds significant equity exposure which may result in significant capital volatility over shorter periods.