Graviton Low Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R997 R 6 0.6018%
Number of Accounts (Mar 2019)
74 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 51 R 47
    Local    R 49    R 45
    Foreign    R 2    R 2
Cash Instr. R 129 R 137
    Local    R 99    R 112
    Foreign    R 30    R 25
Property R 0 R 0
On FoF R 816 R 806
Fund Investment Aims, Objective and/or Universe
The fund aims to protect capital in real terms whilst providing a reasonable level of income.

Although the fund displays low volatility levels, reducing the probability of capital loss, an investment horizon of 3 years and longer is recommended.Capital stability is achieved through the diversification across a variety of high yielding assets and a selection of skilful investment managers with complementary strategies.The fund is Regulation 28 compliant and is limited to 40% equities.The investment manager will also be allowed to invest in financial Instruments (derivatives) as allowed by the Act from time to time in order to achieve its investment objective.
Read Graviton Low Equity Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Imalivest Worldwide Flexible Fund
Momentum Real Growth Property Index Fund
Sanlam Multi Managed Cautious Fund Of Funds
Fairtree Balanced Fund
PrivateClient Low Equity Fund
Absa Multi Managed Absolute Return Prudential Fund
NFB Balanced Fund Of Funds
Multi Asset Balanced Plus Fund
Satrix Property ETF
Stanlib Multi Manager Absolute Income Fund
Investec Global Strategic Managed Feeder Fund
Old Mutual Global Bond Feeder Fund
Ashburton Multi Manager Prudential Flexible Fund
NewFunds S&P GIVI South Africa Financials Index ETF
Noble PP All Weather Fund Of Funds
Cadiz Managed Flexible Fund
Instit Enhanced Yield Fund
NewFunds SWIX 40 ETF
Amity Conserver Fund Of Funds