Investec Absolute Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Income
Assets Under Management (R m) (Mar 2019)
R1 456 R 14 0.9615%
Number of Accounts (Mar 2019)
398 8 2.01%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 1 151 R 1 052
    Local    R 1 151    R 1 052
    Foreign    R 0    R 0
Cash Instr. R 136 R 125
    Local    R 136    R 125
    Foreign    R 0    R 0
Property R 27 R 26
On FoF R 142 R 240
Fund Investment Aims, Objective and/or Universe
The Fund aims to provide steady, inflation beating growth at a lower volatility (e.g. lower fluctuations in value) than the typical equity or balanced FUND The Fund invests in a balanced fund of equities (e.g. company shares), bonds (contracts to repay borrowed money which typically pay interest at fixed times) and cash.Derivatives (financial contracts whose value is linked to the price of an underlying asset) are used with the aim of removing market risk; Other investments may include the units of other funds, property-related equities and bonds; The risk profile of the Fund is expected to be low to medium with returns that are not directly linked to those of equity and bond markets
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