Personal Trust Prudent Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R- R 1 304 0%
Number of Accounts (Mar 2019)
- 1 015 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R -    R 0
Cash Instr. R - R 63
    Local    R -    R 63
    Foreign    R -    R 0
Property R 0 R 0
On FoF R - R 1 241
Fund Investment Aims, Objective and/or Universe
To seek above-average returns with medium risk with activeasset allocation, within the guidelines of Regulation 28 of thePension Fund Act.- Suitable for investors saving for retirement and/or thoseseeking steady long-term capital growth- The Funds’ investments are in balanced funds managed in

accordance with Regulation 28, which limits exposure tocertain asset classes- Personal Trust chooses the underlying fund managersbased on their underlying fund and performancethrough the cycle- The Fund is a truly independent multi managed fund- Returns are likely to be less volatile than those of anequity-only fund
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