Local Funds (fact sheets)

At Aven Consulting, we understand that successful investing is about finding the right balance between growth potential and risk management. Our investment funds are tailored to different risk profiles while consistently outperforming industry benchmarks. Whether you prefer aggressive growth, moderate balance, or stable security, we provide solutions that maximize returns.

Find the fact sheets under "Our Funds"

Below is a breakdown of each of our local based funds and a summary of their performance.

💼 Cautious Fund – Stability & Wealth Protection

Ideal for investors prioritizing capital preservation while still benefiting from moderate market growth.

🔹 Annualized return: 11.49%, outperforming traditional conservative portfolios

🔹 3-year cumulative growth: R100 investment grew to R135.69

🚀 Moderate Fund – Steady Returns with Balanced Risk

A perfect fit for moderate investors, blending equities, bonds, and property for consistent performance.

🔹 Annualized return: 12.83%, proving long-term reliability

🔹 3-year cumulative growth: R100 investment grew to R135.90

🌎 Moderate Aggressive Fund – Maximized Returns with Managed Risk

For long-term investors seeking high capital growth with controlled volatility.

🔹 Annualized return: 13.87%, solidifying its position as a top-performing investment fund

🔹 5-year cumulative growth: R100 investment grew to R191.43

Flexible Fund – High-Growth Global Exposure

Designed for aggressive investors seeking long-term capital appreciation with 100% equity exposure.

🔹 Annualized return: 12.39%, consistently exceeding industry standards

🔹 5-year cumulative growth: R100 investment grew to R179.36

With these great returns, who would not want to be invested in any of these funds and potentially achieve similar growth on investments?

Contact us should you be interested.