Analytics Balanced Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R473 R 6 1.2684%
Number of Accounts (Mar 2019)
325 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 4 R 2
    Local    R 4    R 2
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 468 R 465
Fund Investment Aims, Objective and/or Universe
The Fund’s objective is to provide high capital growth over the long term.The probability of capital loss over the short to medium term is high.The Fund will exhibit high levels of return volatility over the short term.

The Fund aims to achieve returns in excess of inflation over 5 years and longer.This Fund complies with Regulation 28 of the Pension Funds Act.This is a multi-asset high equity fund which means that the fund may have an equity exposure ranging between 0% and up to 75% at all times.This fund may, at the discretion of the fund manager, invest up to 30% in securities that are listed on exchanges that are members of the World Federation of Exchanges.It may also invest up to 10% in Africa.
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