Fund Range

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

PDF PDF

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

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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

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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

PDF PDF

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

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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

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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 Equity Fund

PDF

If you have the appetite for short-term volatility, this fund, invested primarily in equities, could help you achieve maximum growth.

SYm|mETRY Balanced Fund

PDF

If you'd like the optimal balance between capital growth and security, this fund could be suitable for you.

SYm|mETRY Defensive Fund

PDF

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 Islamic Fund PDF

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. View the Shariah Compliance Certificate