JM Busha Real Return Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R114 R 2 1.7543%
Number of Accounts (Mar 2019)
665 4 0.601%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 44 R 43
    Local    R 44    R 43
    Foreign    R 0    R 0
Cash Instr. R 70 R 68
    Local    R 70    R 68
    Foreign    R 0    R 0
Property R 1 R 1
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The objective is to secure consistent real capital growth for the investor and, where possible, positive returns regardless of stock market trends

The fund will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.To provide a limited level of capital protection, the fund’s equity exposure will not exceed 40% of the fund’s net asset value.The fund may from time to time invest in listed and unlisted financial instruments.The manager may also include forward currency, interest rate and exchange rate swap transactions for efficient fund management purposes
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