Absa Smart Alpha Defensive Fund

Absa Smart Alpha Defensive Fund, Requirements & Features

Are you interested to learn about the Absa smart alpha defensive fund in South Africa? Then check out this guide.

This high-risk investment seeks to balance the risks through exposure to multiple asset classes.

The funds’ objective is to build a portfolio that returns above inflation and provides investors with sustainable and stable capital appreciation over the medium to long term.

We will first show you the required documents to apply for this fund.

What Are The Requirements

Below are the basic requirements to apply for this fund:

  • South African ID signed three times
  • birth certificate if you are below 18 years
  • proof of address such as a lease or rent agreement not older than three months 
  • your tax number or that of a guardian if you are not of the legal age
  • proof of income If you are not an Absa client

These are the required documents to apply for the Absa smart alpha defensive fund in South Africa.

Features Of Absa Smart Alpha Defensive Fund In South Africa

The fund is an ideal long-term investment, and the recommended investment term is at least five years.

The fund provides a source of income for investors and offers potential for capital appreciation.

This fund poses medium to high investment risks to the investors.

It is suitable for pre-and post-retirement investments.

These are the features of Absa’s smart alpha defensive fund in South Africa.

Absa Smart Alpha Defensive Fund

This fund invests in a spectrum of equity, bond, money, or property markets as a multi-asset portfolio.

The maximum equity exposure is 40% and invests in securities predominantly through indices while generating alpha using quantitative asset allocation techniques.

Securities are included with assets in liquid form, and equity securities acquired on exchanges and any other interest-bearing instruments.

The listed and unlisted financial instruments and securities that the active forms from time to time allow the securities to be acquired at a fair market price.

This is all you need to know about Absa’s smart alpha defensive fund in South Africa.

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