Cadiz Stable Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R270 R 15 5.555%
Number of Accounts (Mar 2019)
178 2 1.1235%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 110 R 116
    Local    R 75    R 77
    Foreign    R 35    R 39
Cash Instr. R 105 R 121
    Local    R 97    R 113
    Foreign    R 8    R 8
Property R 2 R 3
On FoF R 53 R 45
Fund Investment Aims, Objective and/or Universe
The fund aims to provide investors with real returns (inflation plus 3%) over rolling 3 year periods, while minimising the risk of capital loss over a one year period

The fund invests in equities, fixed interest instruments, listed property and cash.The intended maximum limits are: up to 40% in equities, 25% in listed property, 30% in offshore assets plus an additional 10% in Africa (excl.South Africa).Derivative strategies may also be used to mitigate the risk of capital loss.
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