Naviga Income Planner Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Income
Assets Under Management (R m) (Mar 2019)
R613 R 43 7.014%
Number of Accounts (Mar 2019)
37 1 2.702%
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 1
    Local    R 1    R 1
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 612 R 655
Fund Investment Aims, Objective and/or Universe
The objective of the fund is to provide regular, stable and above average income returns, while protecting the value of the capital invested.The objective of stable income returns and capital preservation will be reached by investing in a combination of cash, bonds and bond derivative instruments, whereas income enhancement will be generated by investing in bond and property instruments.The fund’s equity exposure may be as high as 10% of the fund’s net asset value.
Read Naviga Income Planner Fund Of Funds Fact Sheet? Here are more of our unit trust fund fact sheets
IP Equity Fund
Satrix Property Index Fund
N-e-FG Equity Fund
Assetbase CPI + 6% Fund Of Funds
Momentum Income Plus Fund
Engelberg Income Fund
Old Mutual Global Bond Feeder Fund
BCI Stable Fund Of Funds.
Long Beach Flexible Fund
ACI Money Market Fund
PPS Enhanced Yield Fund
GTC Capital Plus Fund Of Funds
SA Asset Management Managed Fund
Corion Growth Fund
Alex Forbes Investments Aggressive Passive Fund
Sygnia CPI + 2% Fund
Gryphon Prudential Fund Of Funds
PSG Balanced Fund
Old Mutual Bond Fund
M1 Capital Equity Fund