Dynasty Wealth Preserver Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R- R 569 0%
Number of Accounts (Mar 2019)
- 121 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R -    R 0
Cash Instr. R - R 133
    Local    R -    R 110
    Foreign    R -    R 23
Property R 0 R 0
On FoF R - R 437
Fund Investment Aims, Objective and/or Universe
The objective of this fund is to provide investors with income and long-term capital growth from a fund that maintains a low risk profile, whilst aiming to preserve capital over time.The aim is to provide a level of capital protection, the fund will be limited to a maximum of 40% equity exposure of the fund’s net asset value.The composition of the fund shall reflect the investment structure of a retirement fund with a cautious risk profile and will comply with the Prudential Investment Guidelines as prescribed within the Pension Funds Act.
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