Moore Stephens Stable Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R140 R 0 0%
Number of Accounts (Mar 2019)
7 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 4 R 2
    Local    R 4    R 2
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 136 R 138
Fund Investment Aims, Objective and/or Universe
The investment objective of the fund is to provide investors with moderate long term capital growth and the generation of income whilst aiming to preserve capital.The fund aims to generate a return of CPI + 3% p.a.over a rolling 3 year period.The fund maintains a low risk profile and will at all times comply with regulations governing retirement funds.This is a multi-asset low equity fund which means that it may invest in a spectrum of equity, bond, money market or real estate securities and tends to display reduced short term volatility and aims for long term capital growth.The fund may have a maximum equity exposure of up to 40% and a maximum property exposure of 25% at all times and complies with the regulation governing retirement funds.This fund may, at the discretion of the fund manager, invest up to 30% of the assets outside of South Africa plus an additional 10% of the assets in Africa excluding South Africa.
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