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.
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