Optimum Managed Growth Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R380 R 29 7.6315%
Number of Accounts (Mar 2019)
59 1 1.6949%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 54 R 52
    Local    R 54    R 52
    Foreign    R 0    R 0
Cash Instr. R 63 R 42
    Local    R 59    R 42
    Foreign    R 4    R 0
Property R 1 R 1
On FoF R 262 R 256
Fund Investment Aims, Objective and/or Universe
The Optimum BCI Managed Growth Fund's strategy is to provide investors with a well- multi-managed fund that aims to produce a high long term total return through diversification of asset managers and investment styles.The fund's maximum equity mandated exposure is 75% of the fund's net asset value.

The fund will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.The fund may from time to time invest in listed and unlisted financial instruments.over the period measured.The manager may also include forward currency, interest rate and exchange rate swap transactions.
Read Optimum Managed Growth Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Select Manager Flexible Equity Fund
Satrix Dividend Plus ETF
APS Managed Growth Fund Of Funds
Signature Stable Fund Of Funds
Icapital Equity Fund
Capricorn Balanced Fund
Prime SA Equity Fund
Absa Tactical Income Fund
Discovery Global Balanced Fund Of Funds
Sharenet Global Balanced Fund Of Funds
CS Flexible Fund Of Funds
Oasis Balanced Fund
Sygnia Africa Equity Fund
GT Real Estate Fund
Central Fundisa Fund
PPS Conservative Fund Of Funds
Satrix Low Equity Balanced Index Fund
Sanlam Multi Managed Moderate Aggressive Fund Of Funds
Satrix Top 40 Index
Global Opportunity Fund