Plexus Wealth Flexible Property Income Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R200 R 7 3.5%
Number of Accounts (Mar 2019)
157 1 0.6369%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 23 R 27
    Local    R 23    R 27
    Foreign    R 0    R 0
Cash Instr. R - R 10
    Local    R -    R 10
    Foreign    R 0    R 0
Property R 144 R 145
On FoF R 38 R 25
Fund Investment Aims, Objective and/or Universe
The investment objective of the Plexus Wealth BCI Flexible Property Income Fund aims to provide the investor with high income through investing predominantly in listed property securities and other high yielding securities.

The investable universe of the fund will include equity and property securities, including companies that derive a material portion of their income from property investment, property collective investment schemes, property loan stock, interest bearing instruments and securities, preference shares, non-equity securities and assets in liquid form.The fund may also invest in participatory interests or any other form of participation in funds of collective investment schemes.
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