Miton Optimal Worldwide Flexible Fund Of Funds Fact Sheet

Fund Details
Fund Sector
Worldwide – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R- R 0 0%
Number of Accounts (Mar 2019)
- 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R -    R -
Cash Instr. R - R -
    Local    R -    R -
    Foreign    R -    R -
Property R 0 R 0
On FoF R - R -
Fund Investment Aims, Objective and/or Universe
The Fund aims to outperform CPI+6% p.a over a rolling 5 - year period by investing in SA and international assets.

The Fund invests in SA and international equities, bonds, listed property and money market unit trusts and aims to limit volatility to between 12 - 15% p.a.standard deviation.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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