Bridge Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R174 R 21 12.06%
Number of Accounts (Mar 2019)
11 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 99 R 117
    Local    R 99    R 117
    Foreign    R 0    R 0
Cash Instr. R 19 R 21
    Local    R 19    R 17
    Foreign    R 0    R 4
Property R 16 R 17
On FoF R 39 R 39
Fund Investment Aims, Objective and/or Universe
The Bridge Balanced Fund is a Multi-Asset class fund with the objective of providing investors with high capital growth over the investment term.

It achieves this by investing in an appropriate fund of equities, fixed-interest securities, money-market instruments and listed property.The fund’s exposure to equity instruments may be as much as 75% of the total fund.The fund complies with all prudential requirements and regulations governing retirement funds.
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