Investec Stefi Plus Fund Fact Sheet

Fund Details
Fund Sector
SA – Interest Bearing – Short Term
Assets Under Management (R m) (Mar 2019)
R6 873 R 5 0.0727%
Number of Accounts (Mar 2019)
345 15 4.3478%
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 6 789 R 5 814
    Local    R 6 789    R 5 814
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 84 R 1 054
Fund Investment Aims, Objective and/or Universe
Designed for investments of six months and longer, and includes only investment-grade credit; Seeks to provide lower volatility than traditional income and bond funds, but higher volatility than money market funds; The Fund is a short term money fund and while it aims to preserve capital, this is not guaranteedObjectives and investment policy summary; The Fund aims to provide a return in excess of the returns typically provided by money market funds; The Fund will also seek to maintain a high degree of liquidity (ability to convert investments to cash easily) and capital preservation.However, this is not guaranteed; The Fund invests primarily in short term money market instruments (tradable securities where money can be invested for short periods) but will have the opportunity to buy longer dated fixed income securities (contracts to repay borrowed money which typically pay interest at fixed times) should the market conditions permit; Aims to provide a low exposure to risk; 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) and those eligible securities not listed on a recognised stock exchange
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