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.
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