Investhouse Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R156 R 8 5.1282%
Number of Accounts (Mar 2019)
25 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 26 R 26
    Local    R 26    R 26
    Foreign    R 0    R 0
Cash Instr. R 4 R 5
    Local    R 4    R 5
    Foreign    R 0    R 0
Property R 1 R 1
On FoF R 124 R 117
Fund Investment Aims, Objective and/or Universe
The objective of this multi asset fund is to provide investors with moderate capital growth.The fund aims to generate a return of CPI for all urban areas + 5% per annum over any rolling 5 year period and is aimed at the high risk investor as it is limited to a maximum of 75% exposure to equities.

The fund adheres to the guidelines set by Regulation 28This is a multi-asset high equity fund which means that it may invest in a spectrum of equity, bond, property and money market and tends to have an increased probability of short term volatility and aims to maximise long term capital growth.The fund may have a maximum equity exposure of up to 75% and complies with the regulation governing retirement funds.This fund may, at the discretion of the fund manager, invest up to 30% of the assets outside of South Africa plus an additional 10% of the assets in Africa excluding South Africa.
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