Old Mutual Core Moderate Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R107 R 5 4.6728%
Number of Accounts (Mar 2019)
26 8 30.769%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 16 R 14
    Local    R 16    R 14
    Foreign    R 0    R 0
Cash Instr. R 30 R 28
    Local    R 30    R 28
    Foreign    R 0    R 0
Property R 8 R 8
On FoF R 53 R 52
Fund Investment Aims, Objective and/or Universe
The fund aims to achieve long-term inflation-beating growth from a cost-efficient balanced fund with an equity exposure typically displayed by multi-asset high equity funds conforming to the regulations governing retirement fund investments.

The fund is exposed to all sectors of the market (shares, bonds, property and cash) with a maximum of 75% exposure to equities and may invest up to 25% of its fund offshore in line with Treasury guidelines.The fund will have a minimum of 50% exposure to passively managed underlying securities.Derivatives may be used for risk management purposes.
Read Old Mutual Core Moderate Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Portfoliometrix Global Property Fund Of Funds
Counterpoint Dividend Equity Fund
Destiny Multi Asset Fund Of Funds
RECM Equity Fund
Miton Optimal Flexible Fund Of Funds
Element Earth Equity Fund
CS Aggressive Prudential Fund Of Funds
Cadiz Stable Fund
Satrix Money Market Fund
Dotport Income Fund
Absa Bond Fund
MiPlan Global Property Feeder Fund
Galileo Growth Fund
PPS Enhanced Yield Fund
Stringfellow Flexible Fund Of Funds
Satrix SWIX Top 40 ETF
Stanlib Enhanced Yield Fund
Cannon Equity Fund
Abax Equity Fund
Warwick Enhanced Income
ABOUT ©2012-2021 NGCSOFT DISCLAIMER