Montrose Cautious Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R75 R 2 2.6666%
Number of Accounts (Mar 2019)
24 1 4.1666%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Cash Instr. R 1 R 0
    Local    R 1    R 0
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 75 R 72
Fund Investment Aims, Objective and/or Universe
The Montrose BCI Cautious Fund of Funds is a cautious managed fund with the objective to provide the investors with a high level of income combined with stable medium to long term real capital.

The Montrose BCI Cautious Fund of Funds is a specialist fund with the objective to secure consistent real total returns in excess of inflation plus 3% p.a.over any rolling 3 year period.In selecting underlying funds for this fund and in determining the fund asset allocation, the manager shall seek to achieve this objective, where possible, regardless of stock market trends.
Read Montrose Cautious Fund Of Funds Fact Sheet? Here are more of our unit trust fund fact sheets
Novare Flexible Fund
Satrix Top 40 Index
Autus Balanced Fund
Stanlib Income Fund
Aluwani Africa Equity Fund
Select Manager Prudential Fund Of Funds
Northstar Managed Fund
Old Mutual Global FTSE RAFI All World Index Feeder Fund
Marriott Income Fund
PBi Worldwide Flexible Fund
Stanlib Global Emerging Markets Property Feeder Fund
Anchor SA Equity Fund
Sygnia SWIX Index Fund
GTC Prosperity Wealth Fund Of Funds
Alex Forbes Investments Property Equity Fund
Sanlam Pan Europe Fund
Naviga Global Equity Fund Of Funds
Element Global Equity Fund
Momentum Target Cautious Growth Fund Of Funds
PFPS Balanced Fund Of Funds
ABOUT ©2012-2021 NGCSOFT DISCLAIMER