AssetMix Balanced Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R195 R 13 6.6666%
Number of Accounts (Mar 2019)
13 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 5 R 5
    Local    R 5    R 5
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 190 R 177
Fund Investment Aims, Objective and/or Universe
The objective of this multi asset fund is to provide investors with long-term capital growth.The fund aims to generate a return of CPI + 5-7% p.a.over any rolling 7 year period and is aimed at the high risk investor as it is limited to a maximum of 75% exposure to equities .The fund adheres to the guidelines set by Regulation 28.This is a multi-asset high equity fund which means that it may invest in a spectrum of equity, bond, property and money market and tends to have an increased probability of short term volatility and aims to maximise long term capital growth.The fund may have a maximum equity exposure of up to 75% and complies with the regulation governing retirement funds.This fund may, at the discretion of the fund manager, invest up to 30% of the assets outside of South Africa plus an additional 10% of the assets in Africa excluding South Africa.
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