Nedgroup Investments Opportunity Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R7 367 R 21 0.285%
Number of Accounts (Mar 2019)
8 532 659 7.723%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 3 778 R 3 764
    Local    R 3 645    R 3 638
    Foreign    R 134    R 126
Cash Instr. R 1 867 R 2 252
    Local    R 1 292    R 1 691
    Foreign    R 574    R 561
Property R 220 R 217
On FoF R 1 502 R 1 113
Fund Investment Aims, Objective and/or Universe
- This is a moderate-risk balanced fund aiming to achieve the dual objectives of inflation + 5% per annum over rolling 3 years, as well as nonegative 24-month periods.- The fund will have a maximum exposure of 60% to equities and 25% to listed property.

- Offshore exposure will be limited as per South African Reserve Bank regulations, currently 30% with an additional 10% that may be invested inAfrica.- The fund manager seeks to invest beyond the traditional asset classes to add value via a broad range of asset classes and strategies.- The fund manager favours investments with an asymmetric risk-return profile, seeking to minimise downside participation, while capturing anacceptable level of upside.
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