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IFSA

  • IFSA Multi-Asset Core Pro Strategy

    MULTI-ASSET FUND

    The IFSA Multi-Asset Core Pro Strategy Fund aims to provide investors with long-term capital growth and income by investing in a diversified mix of asset classes, both locally and abroad. The Fund maintains a balanced exposure to equities, fixed income, listed property, and alternative investments to achieve steady, inflation-beating returns with controlled volatility. The investment objective is to achieve CPI +3% Benchmark, with a long-term target return of 9% per annum, through a disciplined, strategic asset allocation process.

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Investment Objectives

The fund aims to provide consistent real returns over the medium term

Capital appreciation over the short to medium terms

Providing stable returns to ensure a regular income without depreciating capital

This is a moderate fund that aims to outperform inflation

A small portion of the fund is allocated to private equity instruments

Investment Strategy


The IFSA Multi-Asset Core Pro Strategy Fund aims to provide investors with long-term capital growth and income by investing in a diversified mix of asset classes, both locally and abroad.

The Fund maintains a balanced exposure to equities, fixed income, listed property, and alternative investments to achieve steady, inflation-beating returns with controlled volatility.

The Fund combines exposure to the IFSA Multi-Asset Core Strategy, Cornerstone Core Strategic Fund, Cornerstone Private Equity Fund, and Alpha Upgrade Fund to deliver a stable risk-return profile.

The Fund is suited to investors seeking moderate capital growth over the medium- to long-term investment horizon, who prefer a balanced approach with lower equity exposure and reduced short-term volatility.

    Investment Strategy


    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.

    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 ProfileModerately Aggressive
     BenchmarkCPI + 3%
     Target Objective9%
     Time Horizon 3-5 Years
     Liquidity Profile 7 Days
    Inception Date 1 August 2025

    Key Information

    Management Fee1%
    CurrencySouth African Rands
    Investment ManagerIFSA (PTY) LTD
     Regulation 28 Compliant Yes
    Minimum InvestmentR1,000
    Platform27four / LifeCycle

    Suitable Investors

    Suitable for investors who are risk averse and have low to moderate volatility investment profile. The Fund is a moderately aggressive investment because of the nature of the underlying investments.

    The Fund is suitable for investors who would like a stable return over the medium term, relative liquidity and the risks inherent with private equity.

    Investors should have a minimum investment horizon of 3 to 5 years.

    Note: No investment guarantees are offered and there is a risk of capital loss. Suitable products include endowments, living annuities, retirement annuities and preservation funds.

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