Local Model Portfolio

Edify Moderate Tax Free

The Edify Moderate Tax Free has a Moderate risk profile that aims to provide investors with a reasonable level of capital
growth over the medium term. The primary investment objective is capital growth. Investors in this fund are prepared to
tolerate moderate fluctuations in the value of their investments from time to time.

Primary Benchmark

(ASISA) South African MA Medium Equity

Return Horizon

At least 5 years

Risk Rating

Moderate

Regulation 28 Compliant

No

Underlying TER (ex VAT)

0.70%

Maximum Equity

60%

Fund Performance

Fund Allocation