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.
Read Nedgroup Investments Opportunity Fund Fact Sheet? Here are more of our unit trust fund fact sheets
FNB Stable Fund Of Funds
Satrix Top 40 Index
Excelsia Equity Fund
Momentum Income Plus Fund
Discovery Moderate Balanced Fund
Cannon Mid & Small Cap Fund
Discovery Target Retirement 2045 Fund
BCI Best Blend Cautious Fund
Prescient Stable Income Fund
Ashburton Government Inflation Linked Bond ETF
Edge Balanced Fund
Truffle Income Plus Fund
PSG Wealth Global Moderate Feeder Fund
Caleo Balanced Fund Of Funds
Investec Stefi Plus Fund
Satrix RAFI 40 Index Fund
Sygnia Growth Equity Fund
Sasfin Prudential Fund
Bateleur Flexible Fund
Obsidian Balanced Fund