Standard Global Balanced Fund
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Meet medium- to long-term investment goals with this moderately aggressive fund denominated in US dollars.
$
2 500
*
Minimum investment
US CPI +3% (net of fees)
**
Inflation-beating return
Moderately aggressive
Risk profile
Medium to long term
Investment horizon
USD
Supported currencies
*
Minimum subsequent investments of 1 000 USD
**
Over at least a rolling 5-year period
Some of the benefits
Goals-based
A fund to help you achieve your global medium- to long-term investment and lifestyle goals
Risk diversification
A wide range of asset classes and underlying managers diversify your risk exposure
Suitability
For moderately aggressive investors seeing steady global growth in the medium to long term in USD
What you get
- A well-diversified investment
- A solution suited to meeting medium- to long-term investment goals
- A medium- to high-risk investment opportunity
- Targeted returns of US CPI +3%*
* Over at least a rolling 5-year period
What it costs
- See minimum disclosure document for details on annual service fees
- The annual service fee excludes advisory fees agreed between you and your advisor
- Agreed advisory fees will be deducted from your investment on a monthly basis through cancellation of your units
What you’ll need
- ID copy (or passport if not an SA citizen)
- Proof of residence not older than 3 months
-
What you get
-
What it costs
-
What you’ll need
- A well-diversified investment
- A solution suited to meeting medium- to long-term investment goals
- A medium- to high-risk investment opportunity
- Targeted returns of US CPI +3%*
* Over at least a rolling 5-year period
- See minimum disclosure document for details on annual service fees
- The annual service fee excludes advisory fees agreed between you and your advisor
- Agreed advisory fees will be deducted from your investment on a monthly basis through cancellation of your units
- ID copy (or passport if not an SA citizen)
- Proof of residence not older than 3 months
MINIMUM DISCLOSURE DOCUMENT (MDD)
Find out more about the Standard Global Balanced Fund
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