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.
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