Third Party Funds

Domestic Funds

A rand-denominated worldwide balanced fund that has exposure to equities, bonds, property and cash, both locally and globally. The Fund will have a maximum effective equity exposure (including international equity) of up to 75%; a maximum effective property exposure (including international property) of up to 25% and a maximum offshore exposure of up to 25%. The fund complies with Regulation 28 of the South African Pension Funds Act.

 Application Forms

Please contact WellsFaber directly to obtain copies of all applicable forms.
For more details, please visit their website .