Institutional multi-asset/multi-manager portfolio solutions

Plexus manages a range of three institutional multi-manager portfolios, namely the Plexus CPI + Target Funds. These funds target absolute returns (i.e. performance benchmarks that are linked to inflation rather than  financial markets) and have a strong focus on capital preservation.

The Plexus CPI + Target Funds are pooled portfolios that have been established on Sygnia Life’s life licence, with Plexus Asset Management as asset manager. As these are life portfolios, a wider array of investments can be included in the portfolios to enhance the risk/return profile of the funds.

The Plexus CPI + Target Funds are suited mainly to the institutional investor such as retirement funds. However, individual investors with compulsory retirement funds can also access the Plexus CPI + Target Funds through a number of Linked Investments Services Providers (LISPs), namely Fairbairn Galaxy, Old Mutual Max Income, Momentum Wealth and Absa Investment Management Services (AIMS).

For detailed information on the Plexus institutional product range, please  click here.

 

For the latest fact sheets, please click on the fund below:

 Plexus CPI + 3% Target Fund
 Plexus CPI + 5% Target Fund
 Plexus CPI + 7% Target Fund