Counterpoint Balanced Plus Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R381 R 45 11.811%
Number of Accounts (Mar 2019)
101 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 118 R 123
    Local    R 118    R 123
    Foreign    R 0    R 0
Cash Instr. R 100 R 108
    Local    R 97    R 107
    Foreign    R 3    R 1
Property R 4 R 5
On FoF R 159 R 100
Fund Investment Aims, Objective and/or Universe
The fund aims to provide investors with a high long term total return.

It conforms to regulations governing retirement fund investments and will comply with Prudential Investment Guidelines within the limits prescribed by the Act.In order to achieve its objective, the investments normally to be included in the fund may comprise a combination of domestic and international assets in liquid form, money market instruments, corporate debt, equities, bonds, property securities, preference shares, convertible equities, listed and unlisted financial instruments and non-equity securities.The equity limits will be aligned with that of the Asisa Fund Classification: SA - Multi Asset - High Equity.The manager may from time to time invest in participatory interests in funds of collective investment schemes registered in the Republic of South Africa and which are consistent with the fund’s investment policy.
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