Wrap funds |
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The Plexus suite of wrap funds has been constructed to target particular levels of real returns (returns in excess of inflation). The portfolios aim both to deliver returns in excess of these real return targets over the medium to longer term, while also focusing on capital preservation. The portfolios are balanced portfolios that include exposure to domestic equities, bonds and cash, as well as absolute return strategies. International exposure can also be included. The portfolios operate on a multi-manager basis employing best-of-breed managers to manage key underlying funds. The underlying funds have been selected on the basis of their ability to deliver attractive long-term returns and/or their ability to protect investors’ capital. The managers chosen to manage each underlying fund have been selected on the basis of their expertise in the mandate that they have been awarded.
The Plexus range of wrap funds is made up of three portfolios structured to target different levels of outperformance of inflation, namely 3%, 5% and 7% per annum.
There is a range comprising only South African registered funds (suited to South African investors) as well as a range comprising both South African and Namibian registered funds (suited to Namibian investors). These wrap funds are suited to both discretionary and compulsory investment funds.
The Plexus CPIX + Target Funds (for South African investors)
For information on the investment mandates, risk profiles, ideal investors and performance benchmarks please click on the funds listed below:
CPIX + 3% Target Fund
CPIX + 5% Target Fund
CPIX + 7% Target Fund
The Plexus Namibia Inflation Plus Portfolios (for Namibian investors)
For information on the investment mandates, risk profiles, ideal investors and performance benchmarks please click on the funds listed below:
Namibia Inflation Plus 3% Portfolio
Namibia Inflation Plus 5% Portfolio
Namibia Inflation Plus 7% Portfolio
