10X Defensive Fund
The 10X Defensive Fund is suitable for investors seeking a steady level of income together with capital growth at low volatility over the medium term that is achieved with cost-effective exposure to a range of local and international asset classes.
The portfolio has a higher allocation to defensive assets (bonds and cash) than to growth assets (shares and property).
The recommended time horizon is 1-3 years and longer as returns may be volatile over periods shorter than 1 year.
Products
Retirement annuity, Living annuity, Preservation fund, Tax free savings, Unit trust
Risk profile
Low
Ideal time horizon
1 to 3 years and longer
Fund size
R 1.38 billion
ASISA classification
SA - Multi Asset - Low Equity
Why choose the 10X Defensive Fund
The defensive fund's objectives are to generate a steady level of income together with capital growth at low volatility over the medium term.
The risk profile is lower than a medium equity fund. The defensive fund risk is higher in periods shorter than a year and lower in periods greater than 2 years.
The majority of the fund is in local assets while still offering offshore exposure.
For Retirement Annuity or Preservation Fund investors:
Regulation 28 ReportFor Living Annuity investors:
Living Annuity ReportFor Unit Trust or TFSA investors:
Fund fact sheetProducts
Retirement annuity, Living annuity, Preservation fund, Tax free savings, Unit trust
Risk profile
Low
Ideal time horizon
1 to 3 years and longer
Fund size
R 1.38 billion
ASISA classification
SA - Multi Asset - Low Equity
For Retirement Annuity or Preservation Fund investors:
Regulation 28 ReportFor Living Annuity investors:
Living Annuity ReportFor Unit Trust or TFSA investors:
Fund fact sheetFund holdings and asset allocation
Fund exposure
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