JBL Worldwide Flexible Fund Of Funds Fact Sheet

Fund Details
Fund Sector
Worldwide – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R466 R 466 100%
Number of Accounts (Mar 2019)
6 6 100%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R -
Cash Instr. R 4 R -
    Local    R 4    R -
    Foreign    R 0    R -
Property R 0 R 0
On FoF R 462 R -
Fund Investment Aims, Objective and/or Universe
The fund aims to provide investors with capital growth over the long term.The fund will have moderate aggressive risk qualities which means investors in this fund are prepared to tolerate high fluctuations in the value of their investment over the short term.The fund will aim to maximise the investors total returns by of actively investing across different asset classes, both locally and internationally

The fund will consist of a mix of collective investment scheme funds investing in equity (maximum 100%), bonds, and property markets and money market instruments.The fund will aim to maximise the total return for investors by actively investing across different asset classes locally with an unlimited exposure to foreign assets (maximum 100%).Investors in this fund should have a minimum investment horizon of 5 years or longer.The fund may invest in listed and unlisted financial instruments (derivatives).The fund is not compliant with Regulation 28 of the Pension Funds Act, 1956.
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