Capita Cautious Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R278 R 15 5.3956%
Number of Accounts (Mar 2019)
13 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 20 R 19
    Local    R 16    R 16
    Foreign    R 3    R 3
Cash Instr. R 48 R 43
    Local    R 44    R 42
    Foreign    R 4    R 0
Property R 4 R 6
On FoF R 206 R 195
Fund Investment Aims, Objective and/or Universe
The primary objective of the Capita BCI Cautious Fund is to provide investors with income and long term stable capital growth.

In order to achieve its objective, the investments normally to be included in the fund may comprise a combination of assets in liquid form, money market instruments, interest bearing instruments, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities and non-equity securities.The fund may from time to time invest in listed and unlisted financial instruments.The manager may include forward currency swaps, interest rate and exchange rate swap transactions.
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