EFPC Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R37 R 0 0%
Number of Accounts (Mar 2019)
17 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 18 R 16
    Local    R 7    R 6
    Foreign    R 11    R 10
Cash Instr. R 1 R 2
    Local    R 1    R 0
    Foreign    R 0    R 1
Property R 0 R 0
On FoF R 18 R 20
Fund Investment Aims, Objective and/or Universe
The primary objective of the EFPC BCI Balanced Fund is to offer investors a moderate long term total return.

The fund is managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act, subject to a maximum net equity exposure of 60% of the fund’s net asset value.In order to achieve its objective, the investments normally to be included in the fund may comprise a combination of assets in liquid form, money market instruments, interest bearing instruments, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities, derivatives and non-equity securities.The fund may from time to time invest in listed and unlisted financial instruments.
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