Discovery Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R25 746 R 2 336 9.0732%
Number of Accounts (Mar 2019)
29 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 11 609 R 10 985
    Local    R 11 609    R 10 985
    Foreign    R 0    R 0
Cash Instr. R 3 794 R 3 805
    Local    R 3 790    R 3 803
    Foreign    R 4    R 2
Property R 98 R 0
On FoF R 10 245 R 8 620
Fund Investment Aims, Objective and/or Universe
The Discovery Balanced Fund uses a stand-alone multi-asset strategy with prudential international exposure.

The investment process is based on a balanced research process.The fund aims to achieve high returns over the long term with moderate volatility.The fund further aims to produce steady, stable growth in income and capital values in a balanced mannerThe fund may invest in JSE listed companies, listed gilts and interest bearing securities, money market instruments, listed property companies or securities, listed derivative instruments, participatory units in collective investment schemes and foreign investments.
Read Discovery Balanced Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Noble PP Flexible Fund
PBi Balanced Fund Of Funds
Northstar Managed Fund
Ashburton Multi Manager Equity Fund
Multi Asset Balanced Plus Fund
WWC ALSI Beta Fund
FNB Growth Fund Of Funds
Old Mutual RAFI 40 Tracker Fund
Bovest Managed Fund Of Funds
Brenthurst Balanced Fund Of Funds
Cratos Equity Fund
Northstar Managed Fund
Discovery Money Market Fund
Sygnia CPI + 4% Fund
Coronation Strategic Income Fund
Fedgroup Flexible Fund Of Funds
ADB Flexible Prudential Fund Of Funds
Warwick Property Fund
Sygnia Top 40 Index Tracker Fund
Autus Stable Fund