Discovery Worldwide Best Ideas Fund Fact Sheet

Fund Details
Fund Sector
Worldwide – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R989 R 989 100%
Number of Accounts (Mar 2019)
9 9 100%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 604 R 0
    Local    R 422    R 0
    Foreign    R 183    R -
Cash Instr. R 200 R -
    Local    R 103    R -
    Foreign    R 97    R -
Property R 0 R 0
On FoF R 184 R -
Fund Investment Aims, Objective and/or Universe
The Discovery Worldwide Best Ideas Fund aims to deliver real (i.e adjusted for inflation) returns for investors through the long term growth of capital.Investment ideas are generated by and leveraged off extensive and globally integrated fundamental research.The fund's investment strategy will be completely flexible, such that it will invest across asset classes, countries, and size of security.

There will be a strong focus on high conviction ideas to maximise the potential to outperform inflation.The fund can also invest in financial instruments and other collective investment schemes.The fund has a bias toward equities and in addition, the fund actively invests in fixed income securities (cash, cash equivalents and debt) based on the belief that a combination of securities not only broadens the universe of opportunities, but offers additional diversification and can help lower fund volatility.The fund aims to make money over the long term, not to beat any benchmark related to competitors.The dominant market inefficiency that we aim to exploit over time is the predictive power of company earnings revisions or changes in future profit expectations.When markets are anxious about global growth, we will focus the investments toward more safe, high free cash flow, dividend growing investments.
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