Discovery Cautious Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R2 316 R 198 8.5492%
Number of Accounts (Mar 2019)
13 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 506 R 481
    Local    R 506    R 481
    Foreign    R 0    R 0
Cash Instr. R 965 R 978
    Local    R 965    R 978
    Foreign    R 0    R 0
Property R 9 R 0
On FoF R 836 R 659
Fund Investment Aims, Objective and/or Universe
The Discovery Cautious 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 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.The Fund limits equity exposure to 40% of the fund and international exposure to 30%.
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