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.
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