Imara Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R- R 0 0%
Number of Accounts (Mar 2019)
- 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R -    R -
Cash Instr. R - R -
    Local    R -    R -
    Foreign    R -    R -
Property R 0 R 0
On FoF R - R -
Fund Investment Aims, Objective and/or Universe
The Imara BCI Balanced Fund is a moderate risk profile fund which aims to deliver inflation beating long term total returns.

The fund will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act, with a maximum equity exposure of 75% of the fund’s asset value.In order to achieve its objective, the investments normally to be included in the fund may comprise a combination of local and global equity securities, non-equity securities, money market instruments, interest bearing instruments and securities, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities and assets in liquid form.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 for efficient fund management purposes.
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