Edge Cautious Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R91 R 5 5.4945%
Number of Accounts (Mar 2019)
4 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 12 R 12
    Local    R 12    R 12
    Foreign    R 0    R 0
Cash Instr. R 3 R 2
    Local    R 3    R 2
    Foreign    R 0    R 0
Property R 4 R 4
On FoF R 72 R 69
Fund Investment Aims, Objective and/or Universe
The Edge BCI Cautious Fund is a cautious risk profile that aims to provide investors with a high level of income and capital stability.

To provide a limited level of capital protection, the fund’s equity exposure may be as high as 40% of the fund’s net asset value.In order to achieve its objective, the nvestments normally to be included in the fund may comprise a combination of assets in liquid form, money market instruments, interest bearing securities, bonds, debentures, corporate debt, equity securities, other interest bearing securities, property securities, preference shares, convertible equities and non-equity securities.The fund may from time to time invest in listed and unlisted financial instruments.The manager may also include forward currency, interest rate and exchange rate swap transactions.
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