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
Stanlib Extra Income Fund
Assetbase CPI + 4% Fund Of Funds
Old Mutual Balanced Fund
Sygnia Money Market Fund
H4 Focused Wealth Fund
Investec Money Market Fund
Discovery Flexible Property Fund
Tantalum Cautious Fund
Kagiso Balanced Fund
CS Worldwide Flexible Fund Of Funds
Stonewood Worldwide Flexible Fund
Long Beach Flexible Fund
Naviga Income Planner Fund Of Funds
Kruger Global Fund Of Funds
Skyblue Kimberlite Cautious Fund Of Funds
Ashburton Defensive Fund
Quattro Cautious Fund Of Funds
PSG Wealth Moderate Fund Of Funds
SIM Enhanced Yield Fund
Anchor Property Fund