Global Marathon IP Fund

This is a ZAR multi-asset flexible fund, investing primarily in foreign markets and will usually carry an aggressive profile. The portfolio objective is to achieve significant long term capital appreciation. It has been an excellent performer, within our Offshore Allocation strategy, and was the Winner of a 2022 Raging Bull Award for the Global Multi-Asset Flexible Sector. There are no limitations to the relative exposure to any asset class, however the manager will typically have significant exposure of up to 80% in foreign equity and 15% foreign property. This is known as an “asset swap” fund which gives you global exposure through rand denominated holdings.