Low-equity funds: A wide range of strategies
There is clear demand for funds which provide a good balance of capital protection and capital gain
30 April 2020 - 08:00
The low-equity category is still substantial, with R219bn under management. There is clear demand for funds which provide a good balance of capital protection and capital gain. With up to 40% in equities, the funds can provide growth as well as income.
However, the category was recently overtaken by the more conservative multi-asset income funds...
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