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
Read Personal Trust Prudent Fund Of Funds Fact Sheet? Here are more of our unit trust fund fact sheets
Sanlam Multi Managed Moderate Aggressive Fund Of Funds
Prime Worldwide Equity Fund
NewFunds S&P South African Industrial Index ETF
Coronation Market Plus Fund
Bridge Stable Growth Fund
Personal Trust Managed Fund
NewFunds S&P GIVI South Africa Top 50 Index ETF
Newfunds Traci 3-Month ETF
True North Property Fund
Dinamika Worldwide Flexible Fund
Perpetua Equity Fund
Old Mutual Core Moderate Fund
Discovery Diversified Income Fund
GTC Bond Fund
Abax Balanced Fund
Prescient Absolute Balanced Fund
Optimum Equity Fund
Coronation Global Strategic USD Income Feeder Fund
Sygnia DIVI Index Fund
Ashburton Multi Manager Property Fund
ABOUT ©2012-2020 NGCSOFT DISCLAIMER