Montrose Moderate Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R90 R 4 4.4444%
Number of Accounts (Mar 2019)
27 0 0%
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 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 89 R 86
Fund Investment Aims, Objective and/or Universe
The primary investment objective of the fund is to provide the investor with moderate levels of income and long term capital.

The Montrose BCI Moderate Fund of Funds is a specialist fund with the objective to secure consistent real total returns in excess of inflation plus 5% 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.
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