Novare Infrastructure Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R130 R 5 3.846%
Number of Accounts (Mar 2019)
7 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 1 R 2
    Local    R 1    R 2
    Foreign    R 0    R 0
Cash Instr. R 128 R 134
    Local    R 128    R 134
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The fund is an actively managed fund that aims to achieve capital growth by investing in South African and international asset classes focusing predominantly on infrastructure opportunities.The manager will seek to procure optimum overall returns for unit-holders, steady growth of income and capital, so that the latter is, as far as possible, maintained in real terms.

The investment strategy follows a bottom-up approach that focuses on both qualitative and quantitative measures in the manager research process to ensure the best possible fund mix to achieve the targeted return.The fund construction will ensure a blend that adheres to governing regulations as well as the preferred asset allocation mix for the fund.Tactical asset allocation actions are taken (when necessary) should potential threats or opportunities arise that can influence the fund’s risk and return profile.Tactical asset allocation will only be implemented on the collective view of the investment committee.
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