Cadiz Equity Ladder Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R- R 75 0%
Number of Accounts (Mar 2019)
- 1 239 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 67
    Local    R 0    R 45
    Foreign    R -    R 22
Cash Instr. R - R 7
    Local    R -    R 7
    Foreign    R -    R 0
Property R 0 R 1
On FoF R - R 0
Fund Investment Aims, Objective and/or Universe
The fund seeks long-term capital growth with a low risk of permanent capital loss by investing in a diversified fund of domestic and foreign shares, which are undervalued relative to their replacement cost or sustainable earnings power.

The fund invests in equities that trade below their intrinsic market value.The fund can hold up to 30% in foreign assets and 10% in Africa (excl.SA), with the highest balance in domestic equities listed in South Africa.The fund sits at the top end of the risk/return spectrum and can also invest in property related securities.The fund’s minimum exposure to equities will be 80% of its net asset value at all times.
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