Evolve Managed Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R15 R 24 160%
Number of Accounts (Mar 2019)
19 3 15.78%
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 3 R 11
    Local    R 3    R 9
    Foreign    R 0    R 2
Property R 0 R 0
On FoF R 12 R 26
Fund Investment Aims, Objective and/or Universe
The Evolve BCI Managed Fund is a moderate risk profile fund with the objective to offer investors a moderate to high long term total return

The fund’s net equity exposure will range between 0% and 75% 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 securities, bonds, debentures, corporate debt, equity 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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