Ampersand CPI + 2% Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R1 576 R 31 1.967%
Number of Accounts (Mar 2019)
43 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Cash Instr. R 18 R 90
    Local    R 18    R 62
    Foreign    R 0    R 29
Property R 0 R 0
On FoF R 1 558 R 1 455
Fund Investment Aims, Objective and/or Universe
The primary objective of the fund is to outperform SA CPI Plus 2% per annum on a rolling 24 month basis.The secondary objective is capital preservation over all 12 month rolling periods.

Investments to be included in the fund will, apart from assets in liquid form, consist solely of participatory interests in funds of collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa.The fund will consist of a mix of collective investment scheme funds investing in equity, bond, money market and property markets as well as multi-asset class funds and is not limited to certain asset classes.The fund shall adhere to the multi asset : low equity classification requirements as set out by the Asisa standard: fund classification for South African regulated collective investment scheme funds, which currently limits the equity exposure to 40%.The fund will be managed in accordance with regulations governing pension funds.
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