Skip to main content
IFSA

  • IFSA Global Flex Strategy

    MULTI-ASSET FUND

    This investment strategy includes a diversification of asset classes, managed by some of the most talented fund managers. The strategy aims to outperform SA inflation by 6% p.a. (6% real return) net of fund management fees over a rolling 7 year period. The strategy aims to provide investors with capital growth over the long term within acceptable risk parameters. The strategy invests in asset allocation, target return, equity and international unit trust funds. The strategy is expressly flexible to accommodate all approved asset classes and will actively rotate international and local assets.

    Download Factsheet

Investment Objectives

Generate returns over the long term regardless of market direction

Grow investors' capital over the long term

Reduce volatility of returns by managing the risks associated with investing in unlisted equities

This is a high-risk fund that aims to progressively outperform inflation

It is predominantly invested in companies not listed on a public stock exchange

Through their low correlation with other asset classes, private equity funds have the potential to outperform traditional asset classes over the long term and to provide diversification for the sophisticated investor

Investment Strategy


The Fund's investment strategy provides investors with exposure to alternative asset classes not generally accessible to the retail investor. The fund is diversified across a range of alternative asset classes utilising a multi-manager approach whereby fund managers are combined on their skills and expertise in different alternative asset classes.

The available alternative asset classes which may be investment in, includes Private Debt, Private Equity, Multi-Asset Income and Commodities.

    Private Debt Focus


    Providing investors with a unique entry point to private debt markets which are traditionally difficult to access. Participate in the funding of procurement orders which are highly securitized and are backed by procurement contracts to government and other entities.

    Funding requests are rigorously assessed and scrutinised so that only the best investment opportunities are considered by the Fund. The orders are short term and secured against the contracts and equipment.

    Benefits of Investing in Private Debt:
    • Investor liquidity supported by shorter duration terms of loans
    • Low volatility and correlation to traditional lending and investments
    • Security against contracts and equipment

    Fund Details

     Risk ProfileHigh
     BenchmarkRSA CPI + 6%
     Target Objective n/a
     Time Horizon7+ years
     Liquidity Profile 30 Days
     Inception Date 1 October 2008

    Key Information

    Annual Mandate Fee0.60%
    Model TER1.28%
    Currency South African Rand
    Investment ManagerJacques de Kock, MitonOptimal
    Co-Manager Roeloff Horne, MitonOptimal
    Regulation 28 CompliantNo

    Suitable Investors

    Suitable for investors who have a high volatility investment profile.

    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 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. Suitable products include Endowments and Discretionary investment vehicles

    Book a Consultation

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

    Contact Us