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.
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