Truffle SCI Flexible Fund

Ideal investment timeframe

5-7 years

Investment minimums

  • Lump sum: R10 000
  • Monthly: R500

Investor need

Earn inflation-beating returns over the long term

How the portfolio aims to achieve this

  • Maximise long-term returns while preserving capital by investing actively across all asset classes
  • No minimum or maximum parameters exist for specific asset classes – the investment manager has substantial flexibility to adjust the asset allocation to meet the investment objective

Risk exposure

Returns can be more volatile over the short term relative to the broader market, but will be less volatile than the equity market

ASISA category

South African Multi Asset − Flexible
(governed by the Collective Investment Schemes Control Act of 2002 (CISCA))

Asset allocation

  • Underlying investments can include:
    • Listed and unlisted financial instruments
    • Unlisted forward currency swaps, interest and exchange rate swaps
    • Participatory interests
    • Offshore investments (as permitted by legislation)

Latest factsheet

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*The legal registered name of this fund is: Truffle Sanlam Collective Investments Flexible Fund”

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