Analytics Moderate Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R517 R 14 2.7079%
Number of Accounts (Mar 2019)
64 2 3.125%
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 8 R 8
    Local    R 8    R 8
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 510 R 495
Fund Investment Aims, Objective and/or Universe
The Fund’s objective is to provide moderate capital growth over the medium to long term, while minimising the possibility of capital loss over the medium to long term.The Fund will exhibit moderate levels of return volatility.

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 moderate equity fund which means that the fund may have a maximum equity exposure of between 0% and 60% 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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