Laurium Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R849 R 341 40.164%
Number of Accounts (Mar 2019)
48 8 16.666%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 423 R 334
    Local    R 414    R 304
    Foreign    R 9    R 30
Cash Instr. R 354 R 114
    Local    R 283    R 75
    Foreign    R 71    R 39
Property R 72 R 24
On FoF R 0 R 37
Fund Investment Aims, Objective and/or Universe
The Laurium Balanced Prescient Fund aims to deliver long- term capital growth over time for investors through investing in a broad range of asset classes in a balanced manner.

The fund complies with Regulation 28 of the Pension Funds Act.The fund invests in a diversified range of local and foreign asset classes.These asset classes include a combination of investments in the equity, fixed interest, bond, money and property markets.The fund uses fundamental bottom-up research, with a value bias, to generate a moderately conservative fund.
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