Miton Optimal Diversified Income Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R- R 228 0%
Number of Accounts (Mar 2019)
- 64 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 2
    Local    R 0    R 2
    Foreign    R -    R 0
Cash Instr. R - R 3
    Local    R -    R 3
    Foreign    R -    R 0
Property R 0 R 0
On FoF R - R 223
Fund Investment Aims, Objective and/or Universe
The Fund aims to achieve total returns in excess of CPI + 5% over rolling 4 year periods, providing investors with medium to long term capital growth from a diversified fund of equities, bonds, listed property and money market instruments, both locally and offshore.The Fund has a predetermined risk budget per asset class to allow the manager to vary exposure between asset classes, whilst respecting the fund’s strategic asset allocation benchmarks.The managers consider tactical asset allocations between asset classes and sectors after a team process has determined a risk score by considering the global and local leading economic indicators, asset class valuations, fundamental research, independent liquidity analysis and technical analysis.
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