Medical Aid PortfolioFundamental Investments
      institutional our funds medical aid portfolio

      Medical Aid Portfolio

      This multi-asset class portfolio invests across local and global asset classes. It aims to address the pressing issue of medical aid inflation by strategically and tactically moving between asset classes as and when market conditions change. There is a strong focus on downside risk management.

      The Fund complies with Regulation 30 of the Medical Schemes Act 131 of 1998.

      STRATEGY DETAILS

      Benchmark: Static allocation benchmark

      Objective: The portfolio targets a return of CPI + 4% a year (gross of fees) over the long term, while also aiming to minimise capital loss over rolling 18-month periods.