Excalibur Global Managed Feeder Fund Fact Sheet

Fund Details
Fund Sector
Assets Under Management (R m) (Mar 2019)
R107 R 12 11.214%
Number of Accounts (Mar 2019)
15 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Cash Instr. R 2 R 1
    Local    R 2    R 1
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 105 R 94
Fund Investment Aims, Objective and/or Universe
The Fund is a feeder fund that invests wholly in the foreign-domiciled Excalibur Global Managed Fund thereby allowing for investments to be made in ZAR.The Excalibur Global Managed Fund is a diversified global growth fund suited to long term investors seeking a tax-efficient, all-in-one, authentic offshore investment solution.The fund is appropriate for investors with a medium to high propensity for risk.

The flexible nature of this fund provides access to a wider range of global investment opportunities across asset classes.The fund invests in listed financial instruments.The fund may also invest in financial instruments for the exclusive purpose of hedging against exchange rate risk.The fund aims to achieve its objectives through capital growth.Investments in the fund consist of participatory interests in funds of regulated Collective Investment Schemes.
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