Montrose Flexible Fund Of Funds Fact Sheet

Fund Details
Fund Sector
Worldwide – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R53 R 53 100%
Number of Accounts (Mar 2019)
33 33 100%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R -
Cash Instr. R 1 R -
    Local    R 0    R -
    Foreign    R 0    R -
Property R 0 R 0
On FoF R 52 R -
Fund Investment Aims, Objective and/or Universe
The investment objective of the fund is to provide investors with high long term capital growth.The Montrose BCI Flexible Fund of Funds is a flexible fund of funds fund.Investments to be included in the fund will, apart from assets in liquid form, consist of participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the fund’s primary objective, investing in amongst others, equity securities, property securities, non-equity securities, money market instruments, preference shares, bonds and other interest bearing instruments and securities
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