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.
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