Old Mutual Real Income Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R5 349 R 67 1.2525%
Number of Accounts (Mar 2019)
9 262 35 0.377%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 352 R 317
    Local    R 352    R 317
    Foreign    R 0    R 0
Cash Instr. R 4 691 R 4 595
    Local    R 4 472    R 4 409
    Foreign    R 219    R 186
Property R 306 R 370
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The fund aims to provide an income that grows in line with inflation, while sustaining the level of capital over time and minimising any losses over a 12-month period.The fund manager actively manages asset allocation to take advantage of changing market conditions.

The fund invests in the full spectrum of fixed interest investments.The fund may invest up to 25% of its fund in selected listed property shares and up to 10% in equities.The fund may invest up to 25% of its fund offshore in line with Treasury guidelines.Derivatives may be used for risk management purposes.
Read Old Mutual Real Income Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Satrix 40 ETF
Oasis Balanced Stable Fund Of Funds
Satrix Bond Index Fund
Stanlib Global Feeder Fund
PPS Flexible Income Fund
Absa Large Cap Fund
Rezco Value Trend Fund
Cordatus Worldwide Flexible Fund
Coronation Jibar Plus Fund
Absa Sterling Income Fund
NewFunds SWIX 40 ETF
RECM Equity Fund
Sygnia All Bond Index Fund
Huysamer Opportunity Fund
Momentum Trending Equity Fund
RECM Money Market Fund
Evolve Managed Fund
Marriott International Growth Feeder Fund
Coronation Optimum Growth Fund
Coronation SA Equity Fund
ABOUT ©2012-2020 NGCSOFT DISCLAIMER