Asset Allocation

Asset Allocation

We invest in assets that have long-term performance and risk characteristics. This aims to deliver investment returns in line with our investment objectives. The allocation to various classes of assets is known as EPPF’s strategic asset allocation.
 

What we invest in

Our investments consist of fixed income (bonds), money market investments, listed equity, listed properties, private equity, and hedge funds. These investments are mostly in local markets, however there is reasonable exposure to international  markets and investments in the rest of Africa, in line with applicable legislation. Taking our liability structure into account, investments are selected not only to achieve the matching of those liabilities, but also to achieve optimal returns.
 

How we invest

Our in-house Investment Management Unit and external asset managers invest the Fund’s assets. This intends to improve diversification and enhance investment returns. 
 

Asset Allocation as at June 2019

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