Old Mutual Flexible Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R5 278 R 207 3.9219%
Number of Accounts (Mar 2019)
7 471 18 0.24%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 2 543 R 2 488
    Local    R 2 503    R 2 448
    Foreign    R 40    R 40
Cash Instr. R 1 034 R 1 021
    Local    R 943    R 930
    Foreign    R 91    R 91
Property R 316 R 340
On FoF R 1 386 R 1 222
Fund Investment Aims, Objective and/or Universe
The fund aims to deliver long-term equity-like returns, but at lower levels of volatility than equity.

The fund will predominantly invest in shares, but the fund manager can invest in less risky asset classes when they offer better value.There are no restrictions on the asset holdings of this fund, except that a maximum of 25% of the fund may be invested offshore.The fund invests in money markets, bonds, property and shares.Derivatives may be used for risk management purposes.
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