Local Model Portfolio

Edify Balanced

The Edify Balanced has a Moderate Aggressive risk profile that aims to provide investors with a medium to high level of capital growth
over the long term. The primary investment objective is capital growth. The fund will consist of a combination of income and growth
assets, but will have a bias towards equities.

Primary Benchmark

(ASISA) South African MA High Equity

Return Horizon

At least 7 years

Risk Rating

Moderate Aggressive

Regulation 28 Compliant

No

Underlying TER (ex VAT)

1.67%

Maximum Equity

75%

Fund Performance

Fund Allocation