Balanced Fund
Historical Fact Sheets
Our Funds
OYSTER CATCHER REALFIN BALANCED FUND
The Oyster Catcher Realfin Balanced Fund is a registered CIS approved by the FSCA.
The Fund is focused on enhancing returns across both equity and fixed income asset classes. This Fund is ideal for inclusion in a retirement portfolio as it is managed in line with Reg 28 of the Pension Funds Act.
WHY INVEST IN THIS FUND?
- This Fund is focused on enhancing returns across both equity and fixed income asset classes.
- This Fund is ideal for inclusion in a retirement portfolio as it is managed in line with Reg 28 of the Pension Funds Act.
- This Fund enables the asset manager to adapt to various market conditions by changing asset class allocations.
FUND OBJECTIVE
The Fund’s investment objective is to outperform its peergroup (as measured by the ASISA Category Average: SA Multi Asset – High Equity, as amended from time to time) over a rolling 1 year period. The Fund aims to achieve maximum long term capital growth.