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
Read Absa Balanced Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Element Earth Equity Fund
N-e-FG Flexible Fund
Old Mutual Mining & Resources Fund
Southern Charter Balanced Fund Of Funds
Ampersand Cpi + 4% Fund Of Funds
Oasis Bond Fund
Tower Capital Equity Fund
Sygnia Itrix FTSE 100 ETF
Cordatus Worldwide Flexible Fund
NFB Balanced Fund Of Funds
Coronation Global Equity Select Feeder Fund
GCI Flexible Fund Of Funds
Prudential Global Cautious Managed Fund Of Funds
NFB Equity Fund
Noble PP Flexible Fund
Stanlib Enhanced Yield Fund
Engelberg Worldwide Flexible Fund
Momentum SWIX Index Fund
CoreShares S&P South Africa Top 50 ETF
Satrix Dividend Plus ETF
ABOUT ©2012-2020 NGCSOFT DISCLAIMER