Element Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R34 R 1 2.9411%
Number of Accounts (Mar 2019)
64 4 6.25%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 15 R 15
    Local    R 15    R 15
    Foreign    R 0    R 0
Cash Instr. R 7 R 7
    Local    R 7    R 7
    Foreign    R 0    R 0
Property R 2 R 2
On FoF R 10 R 9
Fund Investment Aims, Objective and/or Universe
The objective of this fund is to provide investors with the steady growth of capital and income over the long term whilst minimizing downside risk.

The manager aims to do this by investing in an actively managed balanced fund.The fund will consist of investment in a mix of equity, bond and property markets, and money market instruments.The Manager shall be permitted to invest on behalf of the fund in offshore investments as legislation permits.The fund will be managed in accordance with regulations governing pension funds.
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