Absa Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R1 852 R 37 1.9978%
Number of Accounts (Mar 2019)
5 016 44 0.877%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 677 R 714
    Local    R 677    R 714
    Foreign    R 0    R 0
Cash Instr. R 178 R 196
    Local    R 169    R 188
    Foreign    R 8    R 7
Property R 57 R 73
On FoF R 940 R 832
Fund Investment Aims, Objective and/or Universe
The manager shall seek to achieve an investment medium for investors of the fund, which shall have as its main objectives, steady growth of income and capital, a reasonable level of current income and the maximum possible stability for capital invested.The fund will use an active asset allocation strategy by investing in selected JSE-listed shares, quoted property trusts, bonds, money market and international assets.The fund is managed according to the guidelines as set out in regulation 28 of the pension funds act and is suitable for retirement funds investments
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