We blend some of SA’s top asset managers, to ensure that your clients' portfolios best suit their investment objectives.
Unit Trusts
Life Funds
Solution Funds
Fund
Fact Sheet
Prospectus
Fund Description
SYm|mETRY Balanced Fund of Funds
If you'd like a moderate-risk investment that aims to provide
strong inflation beating returns over the long term while managing
the risk of losing capital over the medium term. This absolute
return fund aims to protect capital over any 18-month period and
beat inflation by 7% over the long term.
SYm|mETRY Defensive Fund of Funds
If you'd like a moderate-risk investment that aims to provide
inflation beating returns over the long term while protecting your
capital over the medium term. This absolute return fund aims to
protect capital over any 12-month period and to beat inflation by
5% over the long term.
SYm|mETRY Cautious Fund of Funds
If you'd like a moderate-low-risk
investment that aims to protect your capital over the short term
and provide a moderate level of income and capital growth. This
absolute return fund aims to protect capital over any 9-month
period and to provide returns 2% better than cash over the long
term.
Specialist Funds
Fund
Fact Sheet
Prospectus
Fund Description
SYm|mETRY Equity Fund of Funds
A high risk investment that seeks maximum capital growth over
the long term by investing in the equity market. The fund aims to
offer returns better than investing in an equity market index after
fees.
SYm|mETRY Fixed Interest Fund of Funds
If you'd like a moderate-low-risk investment that aims to
provide a high and stable level of income, with some capital growth
potential. The fund aims to offer returns in excess of the ALBI 1-3
index over the long term.
SYm|mETRY Money Market Fund
If you'd like a low-risk investment that aims to protect capital
and provides a monthly income. Ideal for investors who value
capital protection over high returns. The fund aims to offer
returns better than a typical bank account.
Fund
Fact Sheet
Fund Description
SYm|mETRY Multi-manager Growth Fund
If you have the appetite for short-term volatility, this fund,
invested primarily in equities, could help you achieve maximum
growth.
SYm|mETRY Multi-manager Balanced Fund
If you'd like the optimal balance between capital growth
and security, this fund could be suitable for you.
SYm|mETRY Multi-manager Defensive Fund
If you'd like to reduce your exposure to risk through
equities, this fund may be ideal since it aims to offer investment
stability through reduced exposure to this asset class.
SYm|mETRY Multi-manager Islamic Fund
If you are a Muslim Investor who would like to invest in a fund
that complies strictly with Islamic Law and is Regulation 28
compliant, this balanced fund may be the ideal choice.