Skip to main content
IFSA

  • Cornerstone Core Strategic Fund

    STRATEGIC FUND

    The Cornerstone Core Strategic Fund is designed to provide investors with diversified exposure to strategic investment opportunities across multiple asset classes. This fund combines the stability of core holdings with the growth potential of strategic investments, delivering consistent returns while managing downside risk. Through a disciplined approach to asset allocation and manager selection, the fund aims to generate superior risk-adjusted returns over the long term.

    Download Factsheets
    Download Brochure

Investment Objectives

Deliver consistent long-term capital appreciation through strategic asset allocation

Provide portfolio diversification across multiple asset classes and investment strategies

Generate returns that exceed inflation while managing volatility

Access institutional-quality investment opportunities typically unavailable to individual investors

Maintain flexibility to capitalize on market inefficiencies and emerging opportunities

Focus on risk-adjusted returns rather than absolute performance

Investment Strategy


The Fund employs a multi-asset approach that combines core holdings with strategic opportunities across various investment categories. Our investment committee continuously evaluates market conditions to optimize asset allocation and capitalize on emerging trends.

Strategic Asset Classes:
  • Listed Equities: High-quality companies with strong fundamentals and growth prospects across local and international markets
  • Fixed Income: Government and corporate bonds providing stable income and portfolio stability
  • Real Estate: Commercial and residential property investments offering inflation protection and steady yields
  • Alternative Investments: Private equity, hedge funds, and commodities providing diversification and enhanced returns
  • Cash and Cash Equivalents: Maintaining liquidity for opportunistic investments and risk management

Fund Details

 Risk ProfileHigh
 BenchmarkCPI + 8%
 Target Objective 16%
 Time Horizon 5-7 Years
 Liquidity Profile 120 Days

Key Information

Management Fee2%
CurrencyZAR
Investment ManagerIFSA (PTY) LTD
 Time Horizon 5-7 Years
 Liquidity Profile 120 Days

*Please refer to the full fund fact Sheet before making investment decisions.

Suitable Investors

The Fund is suited to sophisticated high net worth individuals and qualified investors who understand the characteristics of private equity and alternative asset classes.

The Fund is an aggressive investment because of the nature of the underlying investments.

The Fund is suitable for investors who would like a return over the long term, while accepting limited liquidity and the risks inherent with private equity.

Investors should have a minimum investment horizon of 5 to 7 years and understand the liquidity restrictions associated with the fund.

Note: No investment guarantees are offered and there is a risk of capital loss. It is not advisable for an investor to have a large proportion of their investment portfolio concentrated in private equity.

Book a Consultation

Book a free, no-obligation consultation to learn more about our diversification strategies and Funds

Contact Us