Fund Objective

The investment objective of the Deton Prime Balanced FoF is to utilise an active investment management process to achieve a combination of income generation and long term capital growth and which will tend to display average volatility.

Investment Strategy

The Deton Prime Balanced FoF is a moderate investment solution on the risk spectrum which aims at maximising long-term returns while taking cognisance of short term downside risk.

Capital Preservation

The fund has a capital preservation focus, with an asset allocation strategy that seeks to minimise the risk of drawdown.

Managed Satellites

The fund invests in equities, bonds, properties and cash and uses a passive core and actively managed satellites as it seeks to establish a risk controlled investment solution while aiming at outperformance in the longer term.

Low Cost Philosophy

While the fund subscribes to a low cost philosophy, it also makes use of well researched skilled active managers as satellite to the beta core.

“The Deton Prime co-named funds (as defined in BN 778 of 2011) are registered under the Prime Collective Investment Scheme, managed by Prime Collective Investment Schemes Management Company (RF) (Pty) Ltd (“Prime CIS”) (Registration No. 2005/017098/07), a registered Collective Investment Schemes Management Company in terms of the Collective Investment Schemes Control Act 45 of 2002, supervised by the Financial Sector Conduct Authority (‘FSCA’). Deton Private Health (Pty) Ltd is the FSCA approved and appointed investment manager of the co-named CIS funds.”