Ashburton Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R518 R 1 0.193%
Number of Accounts (Mar 2019)
550 292 53.09%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 255 R 255
    Local    R 255    R 255
    Foreign    R 0    R 0
Cash Instr. R 102 R 111
    Local    R 96    R 111
    Foreign    R 6    R 0
Property R 0 R 6
On FoF R 161 R 147
Fund Investment Aims, Objective and/or Universe
The fund is aligned to investors who require a real return on their capital over time.The fund is suited to investors with a moderate risk profile, an investment horizon of greater than three years and a retirement and/or savings objectiveThe fund's objective is to generate long-term, inflation-beating returns over a 36-month period.

The fund will invest across a wide range of domestic and international asset classes which include equities, bonds, property shares and money market instruments.The fund can have a maximum equity exposure of 75% and is limited to a maximum offshore exposure of 30%.The fund will be actively managed with exposure to various asset classes varied to reflect changing economic and market circumstances and maximise returns for investors.General market risks include a change in economic conditions, interest rate risk, share price volatility and a decline in property values.Where there is exposure to foreign investments, there may be additional risks, such as possible constraints on liquidity and the return of funds to South Africa, macroeconomic risks, political risks, tax risks, settlement risks and possible limitations on the availability of market information.
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