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Aurora PCS Regulation 28 Solution

More about the return profile

PCS-reg28-returns

More about the asset allocation

More about the instruments

  • Cash: Conventional money market and or call account instruments.
  • Local fixed interest: Exposure typically provided through Local Government Bond ETF’s.
  • Global and Local Equities: Exposure typically provided through a combination of JSE Top 40 Index, MSCI World and /or S&P 500 ETF’s.
  • Securitised Debt Instruments: Exposure to CTSE listed debt instruments are provided through a ZAR based Swiss Exchange Listed actively managed certificate. These instruments reduces volatility without sacrificing returns.

*The fund will conform to Regulation 28 of the pension funds act.

Basic Fund Information

1
Withdrawal Notice Period
n/a
Min Recurring Investment p/m
10
  • Investment term:
    Open ended
  • Withdrawal notice period:
    Not applicable
  • Surrender penalties:
    Not applicable
  • Minimum lump sum investment:
    Old Mutual Wealth / product specific
  • Minimum recurring investment p/m:
    Old Mutual Wealth / product specific
  • Regular withdrawal allowed:
    Yes
  • Partial withdrawals allowed :
    Yes
  • Investment top-up allowed:
    Yes
  • Investment platform:
    Private Clients by Old Mutual Wealth
  • Total expense ratio:
    1.71% p/a including VAT
  • Benchmark:
    ASISA MA Medium Equity Sector Average
Information Sheet
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Have any questions or require more info? Feel free to reach out to us today:
012 942 9362
hercu@auroracapitalsa.com

More about the PCS Conservative Solution

Disclaimer: Returns mentioned are not guaranteed and past performance is not an indication of future outcomes. Aurora Capital SA (Pty) Ltd is an authorised financial services provider, regulated by the Financial Sector Conduct Authority – CAT II License number 54262.