own your FUTURE

Aurora Capital SA Stable Growth Portfolio - Regulation 28

More about the return profile *

ac sa high growth return profile diagram 1

More about the asset allocation *

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

More about the instruments

  • Cash: Conventional money market and or call account instruments.
  • Local Bonds: Exposure typically provided through Local Government Bond ETF’s.
  • Local Equities: Exposure typically provided through a combination of STXRAFI / other local Equity ETF’s.
  • Global Equity: Exposure typically provided through a combination of 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.

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:
    Investment Platform / product specific
  • Minimum recurring investment p/m:
    Investment Platform / product specific
  • Regular withdrawal allowed:
    Yes
  • Partial withdrawals allowed :
    Yes
  • Investment top-up allowed:
    Yes
  • Investment platform:
    Various Linked Platforms
  • Total expense ratio:
    1.71% p/a including VAT
  • Benchmark:
    ASISA MA Medium Equity Sector Average
Information Sheet
Download

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

* Diagram Disclaimer:
The return profile diagram is based on historical data and 1-year rolling returns and is for illustrative purposes only. It does not represent a forecast or guarantee of future performance. The asset allocation diagram is a strategic asset allocation and may vary over time.

 

Fund 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 Lisence number 54262.