BlueAlpha Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R177 R 4 2.2598%
Number of Accounts (Mar 2019)
16 2 12.5%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 113 R 111
    Local    R 113    R 111
    Foreign    R 0    R 0
Cash Instr. R 14 R 14
    Local    R 14    R 14
    Foreign    R 3    R 3
Property R 8 R 8
On FoF R 44 R 43
Fund Investment Aims, Objective and/or Universe
To deliver a high long-term total return for investors.The Fund aims to consistently outperform its benchmark and achieve a top quartile sector ranking

An equity focused fund, which as a percentage of the fund will always exceed 80% of NAV.The fund has the option to invest in offshore securities, preference shares, listed instruments, money market instruments, property shares and property related securities.The fund may also hold unlisted instruments; namely forward currency, interest rate and exchange rate swap transactions.The fund is constructed on a bottom up selection basis focusing on sustainable long term value creation
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