XS Guarded Fund of Funds

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Investor Profile

The portfolio is suitable for investors requiring moderate levels of capital growth who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across asset classes and a maximum equity exposure of 75% helps to reduce risk and volatility relative to a general equity portfolio.


Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2018

Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2017

Best (sa-domiciled) Global Equity General Fund - Raging Bull Awards 2016

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R500

Recommended minimum period

3 years

Inception date

03 January 2006

Asisa category



SA Inflation + 3% Geometric

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 0.85% 0.98%
Fund expenses -0.03%
Total expense ratio 0.95%
Fund transacting costs 0.07%
Total investment charges 1.02%

Price as at eac View all prices

Fund price Market change Unit count
2 200.58 0.83% -

Income distribution

Cents per unit Latest date Frequency
29.92 31 March 2022 Quarterly