Octagon Cautious Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R818 R 12 1.4669%
Number of Accounts (Mar 2019)
15 0 0%
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 0 R 1
    Local    R 0    R 1
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 818 R 805
Fund Investment Aims, Objective and/or Universe
This fund aims to generate capital growth over the long term and generate income at moderate levels of volatility in fund values.This fund will have moderately conservative (cautious) risk qualities, reducing the probability of capital loss, therefore an investment horizon of at least 3 - 5 years is recommended

This is an actively-managed, low equity fund which invests in a combination of local equities, bonds, money market instruments, listed property, as well as offshore equities and fixed-interest investments.The fund will also be allowed to invest in listed and unlisted financial instruments (derivatives) as allowed by the Act from time to time.Capital stability is achieved through the diversification across a variety of high yielding assets.The fund is Regulation 28 compliant and is limited to 40% equities.
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