IFSA Alternative Flexible Fund
Investment Objectives
- Generate returns over the long term regardless of market direction
- Provide investors with capital appreciation over the long term within acceptable risk parameters
- Provide investors with appropriate and stable income levels
- Reduce volatility of returns by managing the risks associated with investing in unlisted equities
- Achieving high returns by investing in global and local asset classes
- Generate returns over the long term
- Providing for diversification of portfolios resulting in stable returns, reducing volatility and decreasing asset-class and single-strategy risks
Investment Strategy
These portfolios invest in a flexible combination of investments in the equity, bond, money and property markets. The underlying risk and return objectives may vary as dictated by each portfolio's mandate and stated objective and strategy.
These portfolios may be aggressively managed with assets being shifted between various markets and asset classes to reflect changing economic and market conditions. The manager is accorded a significant degree of discretion to maximize total returns over the long term.
Suitable Investors
Suitable for investors who have a high volatility investment profile. The Fund is an aggressive investment because of the nature of the underlying allocations.
The Fund is suitable for investors who would like a return over the long term, while accepting limited liquidity and the risks associated with alternative asset classes.
Investors should have a minimum investment horizon of 5+ years.
Note: No investment guarantees are offered and there is a risk of capital loss. Suitable products include endowments and discretionary investment vehicles.