Comparison of the Portfolios

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Criteria

Income Fund – Portfolio A

Smoothed Bonus Fund – Portfolio B

Balanced Fund – Portfolio C

Shari'ah Fund – Portfolio D

Risk Profile

Low volatility and low expected investment returns

Medium volatility and medium expected investment returns

High volatility and high expected investment returns

Medium to high volatility and expected investment returns

Deals with

Final Payment Risk

Final Payment Risk, Inflation Risk 

Inflation Risk

Inflation Risk, and somewhat more conservative than Portfolio C

Suited for members

Within 2 years of retirement or exiting the Fund

3 to 5 years to retirement or exiting the Fund

7 years or more to retirement or exiting the Fund

5 to 7 years to retirement or exiting the Fund, and to comply with Islamic law



Our Contact Details

 



Enquiries

021 650 2934

Please send all comments or questions to:
UCTRF-enquiries@uct.ac.za

Fund website:
www.uctrf.co.za