Lunar Worldwide Flexible Fund Fact Sheet

Fund Details
Fund Sector
Worldwide – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R56 R 56 100%
Number of Accounts (Mar 2019)
45 45 100%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 47 R 0
    Local    R 29    R 0
    Foreign    R 18    R -
Cash Instr. R 3 R -
    Local    R 3    R -
    Foreign    R 1    R -
Property R 0 R 0
On FoF R 6 R -
Fund Investment Aims, Objective and/or Universe
The Lunar BCI Worldwide Flexible Fund invests in local and global businesses that have a competitive advantage through the innovative adoption of technologies and business practices.

The Investment Manager aims to achieve a high long term total return.The fund is invested in listed local and global equities that meet the Investment Manager’s investment criteria.However, the Investment Manager is also allowed to have tactical investments in fixed interest securities, property shares, preference shares and money market instruments, as well as non-equity securities and listed and unlisted financial instruments.The manager may also include forward currency, interest rate and exchange rate swap transactions.
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