Who manages my investment?
The Scheme passes all funds to its specialist investment manager, Funds SA, for investment.
Funds SA regularly reviews the investment strategy of the Scheme, at present to achieve its recommended balanced investment strategy. From 1 July 2006 the Scheme is investing in Funds SA’s Balanced (taxed) option. As a result, past returns for dates prior to this are not available.
You can view past unit prices.
Funds SA employs a “manager of managers” approach. This means it engages professional fund managers to manage each asset class.
Decisions to invest in or realise investments are based on key financial and managerial criteria. Social, environmental and ethical factors or labour standards are not required to be separately considered as part of the investment decision-making process.
Click here to download the Funds SA Corporate Profile.
Visit Funds SA’s website for more information.