Evolve Conservative Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R22 R 30 136.3%
Number of Accounts (Mar 2019)
20 1 5%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 3
    Local    R 0    R 3
    Foreign    R 0    R 0
Cash Instr. R 5 R 24
    Local    R 5    R 24
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 17 R 26
Fund Investment Aims, Objective and/or Universe
The Evolve BCI Conservative Fund is a cautious risk profile fund with the objective to provide investors with a high level of income and stable capital growth.

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.The manager may invest in participatory interests or any other form of participation in funds of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, and which are consistent with the fund’s investment policy.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.
Read Evolve Conservative Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Glacier Global Stock Feeder Fund
Stanlib SA Property ETF Fund
Stanlib Property Income Fund
Oasis Money Market Fund
Autus Balanced Fund
GTC Capital Plus Fund Of Funds
Ashburton Multi Manager Prudential Flexible Fund
Capricorn Equity Fund
SIM Small Cap Fund
API Stable Fund Of Funds
NFB Balanced Fund Of Funds
Marriott Global Income Fund
Stanlib Inflation Linked Bond Index Tracker Fund
Rootstock Worldwide Flexible Fund
Capstone Balanced Fund
Investec Worldwide Equity Feeder Fund
Kagiso Global Flexible Fund
Glacier Money Market Fund
Financial Fitness Stable Fund Of Funds
Sygnia International Flexible Fund Of Unds