Naviga SA Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R257 R 5 1.9455%
Number of Accounts (Mar 2019)
37 9 24.324%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 178 R 170
    Local    R 178    R 170
    Foreign    R 0    R 0
Cash Instr. R 5 R 7
    Local    R 5    R 7
    Foreign    R 0    R 0
Property R 8 R 6
On FoF R 69 R 71
Fund Investment Aims, Objective and/or Universe
The Naviga BCI SA Equity Fund is a general equity fund that will seek to sustain high long-term capital growth.Min 80% in equities.The fund is actively managed and invests in South African equities.

Naviga Solutions enters into segregated mandates with equity managers.Managers with specific styles are chosen and we maximize returns by optimally blending the styles.The Fund is not restricted to any specific style.The fund may from time to time invest in listed and unlisted financial instruments.The manager may include forward currency, interest rate and exchange rate swap transactions.
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