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IFSA

  • IFSA Worldwide Alternative Flexible Fund

    FLEXABLE FUND

    These portfolios invest in a flexible combination of investments in the equity, bond, money and property markets. The underlying risk and return objectives of individual portfolios may vary as dictated by each portfolio's mandate and stated objective and strategy. These portfolios may be aggressively managed with assets being shifted between various markets and asset classes to reflect changing economic and market conditions and the manager is accorded a significant degree of discretion to maximize total returns over the long term.

    Download Factsheet

Investment Objectives

Generate returns over the long term regardless of market direction

Provide investors with capital appreciation over the long term within acceptable risk parameters

Provide investors with appropriate and stable income levels

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

Achieving high returns by investing in global and local asset classes

Generate returns over the long term

Providing for diversification of portfolios resulting in stable returns, reducing volatility and decreasing asset-class and single-strategy risks

Investment Strategy


These portfolios invest in a flexible combination of investments in the equity, bond, money and property markets. The underlying risk and return objectives may vary as dictated by each portfolio's mandate and stated objective and strategy.

These portfolios may be aggressively managed with assets being shifted between various markets and asset classes to reflect changing economic and market conditions. The manager is accorded a significant degree of discretion to maximize total returns over the long term

    Fund Details

     Risk ProfileHigh
     Benchmark
    Worldwide Multi-Asset Flexible
     Target Objective
    n/a
     Time Horizon
    Long Term (5+ years)
     Liquidity Profile30 days
    Inception Date
    		 30 November 2021

    Key Information

    Management Fee
    1.00%
    Currency
    South African Rand
    Regulation 28 Compliant
    		No
    Minimum Investment
    Platform Dependent

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

    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 allocations.

    The Fund is suitable for investors who would like a return over the long term, while accepting limited liquidity and the risks associated with alternative asset classes.

    Investors should have a minimum investment horizon of 5+ years.

    Note: No investment guarantees are offered and there is a risk of capital loss. Suitable products include endowments and discretionary investment vehicles.

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