Personal Trust SA Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R524 R 18 3.4351%
Number of Accounts (Mar 2019)
818 181 22.127%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 500 R 458
    Local    R 500    R 458
    Foreign    R 0    R 0
Cash Instr. R 23 R 48
    Local    R 23    R 48
    Foreign    R 0    R 0
Property R 24 R 0
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
To provide returns in excess of the JSE All Share Index over thelong-term with lower than average risk of capital loss.- Alternate, more efficient vehicle for clients with individualshare funds due to CGT deferral- Suitable for investors seeking full exposure to the SA equitymarket

- Focus on high quality businesses with good long-termprospects- Caters for clients who have a high risk profile with a long-terminvestment horizon- Suitable for investors who are looking for outperformance ofthe South African equity market in varying market conditions.May underperform the market in the short-term in search oflong-term gains.
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