Investment Insights | 1 min read

Introducing the Glacier AI Balanced Fund

On the back of the success of the Glacier AI Flexible Fund of Funds – which celebrated its third anniversary in September last year – we’re pleased to announce that we’ve expanded our range of AI funds to include the Glacier AI Balanced Fund.

The Fund is fully managed using AI (artificial intelligence) technology which eliminates human emotion, enabling the Fund to actively adapt to changing market conditions.

The Fund at a glance:

Inception date: 1 December 2021
Objective: To minimise drawdowns, while still maximising returns.
Absolute benchmark: CPI + 5% over rolling five-year periods.
ASISA category: SA Multi Asset High Equity

The Glacier AI Balanced Fund is Regulation 28-compliant and aims to produce equity-like returns at lower levels of risk – making it suitable for inclusion in a retirement savings solution for less aggressive investors.

View the brochure

Access the latest fund fact sheet

Glacier Financial Solutions (Pty) Ltd and Sanlam Investment Management (Pty) Ltd, are licensed financial services providers
Glacier Management Company (RF) (Pty) Ltd is a registered and approved Manager in Collective Investment Schemes
Collective investment schemes are generally medium- to long-term investments. Investments are subject to risks. The performance of the portfolio depends on the underlying assets and variable market factors. Investments can go down as well as up as a result of changes in the value of the investments. There is no assurance or guarantee of principal or performance and there is no guarantee that a portfolio will achieve its objective. Investors may lose money, including possible loss of principal. The fund may from time to time invest in foreign instruments which could be accompanied by additional risks. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. A fund of funds is a portfolio that invests in portfolios of collective investment schemes that levy their own charges, which could result in a higher fee structure for the fund of funds. A schedule of fees and charges and maximum commissions is available from the Manager

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