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Objectives
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To generate returns greater than inflation over the long term with lower than average risk for investors.
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Benchmark
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Inflation (CPI) + 8%
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Sector
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Worldwide Asset Allocation Flexible
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Min. Investment
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R150 000
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Annual Fund Management Fee
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1% annual fee excl. VAT
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Hurdle Rate
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CPI + 8%
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Performance Fee Participation
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20% above/below hurdle rate.
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Income Declarations
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Quarterly
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