HYBRID FUNDS

TRÉSOR WEALTH HYBRID FUNDS

Trésor Wealth gives you the option between four hybrid funds for investments, as well as an Equity Fund.

The Income Fund, Stable Fund, Balanced Fund and Flexible Fund has been designed to offer a diverse range of intelligent investment opportunities.

The investment policies (mandates) of these five standard portfolios allow either a 100% investment in direct asset classes such as bonds, shares, property etc or they may hold up to 80% in underlying unit trust portfolios with not more than 20% exposure to a particular unit trusts.

The funds are invested in funds managed by other asset managers (I.e: Coronation, PSG, Foord, Allan Gray, SIM and Investec), but can also be invested in wholesale funds at a lower fee.

Substantial portions of these funds (minimum 20%) can also be invested directly in listed shares or interest securities, resulting in significant fee savings.