Bridge Equity Income Growth Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R312 R 18 5.769%
Number of Accounts (Mar 2019)
19 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 300 R 318
    Local    R 300    R 318
    Foreign    R 0    R 0
Cash Instr. R 12 R 12
    Local    R 12    R 12
    Foreign    R 0    R 0
Property R 19 R 26
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The investment objective of the fund is to seek a high level of income (more in the form of dividends) and long-term growth in dividend income in excess of the rate of inflation such that the fund will produce a total return in excess of the average of the ASISA South African Equity General sector at lower levels of volatility.Income will be a key component of the fund.The risk profile of this fund to the investor will be above average, due to its prominent exposure to the equity risk factor.
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