10X Moderate Fund

The 10X Moderate Fund is suitable for investors seeking capital growth with a lower level of volatility than a high equity portfolio over the medium to long-term.

This will be achieved with cost-effective exposure to a range of local and international asset classes.

The portfolio has a higher allocation to growth assets (shares and property) than to defensive assets (bonds and cash). The recommended time horizon is 3 years and longer as returns may be volatile over the short term.

Overview

Products:

Risk profile

Medium

Ideal time horizon

3 years and longer

Annualised returns

10.4%

Fund size

R 2.95 billion

ASISA classification

SA - Multi Asset - Medium Equity
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Why choose the 10X Moderate Fund
  • The moderate fund's objective is to generate capital growth at a lower level of volatility than a high equity fund over the medium to long-term.
  • The fund has a lower risk than that of a pure equity fund. The risk is higher in periods shorter than a year and lower in periods greater than 3 years.
  • This fund offer offshore and local exposure.

Downloads

For Retirement Annuity or Preservation Fund investors:

Download Report

For Living Annuity investors:

Download Report

For Unit Trust or TFSA investors:

Fund fact sheet

Performance

No performance data available

Source: Morningstar; Returns for 10X Your Future strategy since inception, Benchmark: ASISA Multi-Asset High Equity Category Disclaimer

Product Fees

Understanding the fees for your investment is crucial. Here is a breakdown of the costs involved to own the 10X Moderate Fund for each available product.

Fund holdings and asset allocation

The fund is invested in a diversified portfolio of assets. The fund's asset allocation and exposure to different sectors, issuers, and geographies are shown below if applicable. For more information, please refer to the fund fact sheet.

Fund exposure

Overview

Products:

Risk profile

Medium

Ideal time horizon

3 years and longer

Annualised returns

10.4%

Fund size

R 2.95 billion

ASISA classification

SA - Multi Asset - Medium Equity

Downloads

For Retirement Annuity or Preservation Fund investors:

Download Report

For Living Annuity investors:

Download Report

For Unit Trust or TFSA investors:

Fund fact sheet

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