Foord Conservative Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R893 R 55 6.159%
Number of Accounts (Mar 2019)
1 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 274 R 278
    Local    R 274    R 278
    Foreign    R 0    R 0
Cash Instr. R 286 R 339
    Local    R 286    R 336
    Foreign    R 0    R 3
Property R 44 R 55
On FoF R 288 R 276
Fund Investment Aims, Objective and/or Universe
The fund aims to provide investors with a net-of-fee return of 4% per annum above the annual change in the South African Consumer Price Index, measured over rolling three-year periods.The fund is managed to comply with the statutory investment limits set for retirement funds in South Africa (Regulation 28).Typically a medium to low weighting in JSE shares and includes exposure to listed property, commodity securities, bonds, money market instruments and foreign assets.
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