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.
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