Segregated portfolios

All unit trust mandates are available as segregated portfolios, depending on fund size.

Please note: These portfolios are also available as unit trusts for private or smaller institutional investors.

Truffle Core Equity / General Equity Mandate

Fund type

Specialist equity

Mandate

Fully invested in South African equities (maximum cash holding of 5%)

Target return

CPI+5% per year

Investible universe

Listed equities and interest-bearing instruments

Truffle Flexible Mandate

Fund type

Flexible allocation between cash and equities

Mandate

From 100% cash to 100% equities

Target return

CPI+5% per year

Investible universe

Listed equities and interest-bearing instruments

Truffle Core Equity / General Equity Mandate

Fund type

Specialist equity

Mandate

Fully invested in South African equities (maximum cash holding of 5%)

Target return

CPI+5% per year

Investible universe

Listed equities and interest-bearing instruments

Truffle Flexible Mandate

Fund type

Flexible allocation between cash and equities

Mandate

From 100% cash to 100% equities

Target return

CPI+5% per year

Investible universe

Listed equities and interest-bearing instruments

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