UNIT TRUSTS
Minimum Disclosure Documents
Our optimal suite of unit trusts addresses the equity and multi-asset investment requirements of the retail investment market.
Palmyra FR Stable Fund
The Palmyra FR Stable Fund multi-asset investment solution for the low-to-moderate risk Investor. The fund aims to provide investors with real returns (inflation plus 3%) over rolling three-year periods, while minimising the risk of capital loss over a one-year period. The fund invests in equities, fixed interest instruments, listed property and cash.
Palmyra FR Balanced Fund
The Palmyra FR Balanced Fund aims to provide investors with a balance between capital growth and income over the medium-to-long-term. It offers a diversified exposure to equities and fixed interest instruments managed in line with Regulation 28 of the Pension Funds Act (Act 24 of 1956).
Palmyra FR Global Flexible Fund of Funds
The Palmyra FR Stable Fund multi-asset investment solution for the low-to-moderate risk Investor. The fund aims to provide investors with real returns (inflation plus 3%) over rolling three-year periods, while minimising the risk of capital loss over a one-year period. The fund invests in equities, fixed interest instruments, listed property and cash.
Palmyra FR Property Fund
The Palmyra FR Property Fund aims to deliver a combination of high income, together with long-term capital appreciation.
Palmyra FR SA Equity Fund
The Palmyra FR Equity Fund aims to provide investors with high long-term capital growth with a relative low risk of long-term capital loss by investing in a diversified portfolio of local equity securities.