Investec Opportunity Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R44 829 R 3 567 7.9569%
Number of Accounts (Mar 2019)
6 215 3 0.0482%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 15 745 R 14 585
    Local    R 14 699    R 13 629
    Foreign    R 1 046    R 956
Cash Instr. R 10 552 R 10 580
    Local    R 10 503    R 10 531
    Foreign    R 49    R 49
Property R 467 R 433
On FoF R 18 065 R 15 664
Fund Investment Aims, Objective and/or Universe
Fund Features; The fund has a focus on capital growth and absolute returns through active asset allocation; Seeks to provide lower volatility than traditional balanced funds, but with sufficient equity to provide scope for capital growth over the medium to long term; Stock selection is oriented towards a quality approach, seeking to deliver consistent performance through the business cycle

Objectives and investment policy summary; The Fund aims to provide capital growth ; The Fund invests in equities (e.g. company shares), cash and bonds (contracts to repay borrowed money which typically pay interest at fixed times).The Fund will manage its investments in these asset classes in an active and aggressive style.The Fund can invest up to 75% of its value in equities; Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
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