Prime SA Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R256 R 21 8.2031%
Number of Accounts (Mar 2019)
7 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 248 R 232
    Local    R 248    R 232
    Foreign    R 0    R 0
Cash Instr. R 9 R 2
    Local    R 9    R 2
    Foreign    R 0    R 0
Property R 8 R 8
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The objective of the Prime South African Equity Fund is a capital appreciation through investment in equity & listed and unlisted financial instruments.The Fund will invest a minimum of 80% of the fund’s market value in equities at all times.

The fund may include participatory interests or any other form of participatory interest in collective investment schemes or other similar schemes.The fund will not be permitted to invest in offshore investments.The fund is a passive equity fund which aims to track the performance of the mean of funds, specifically in the South African General Equity category.The fund invests in shares listed on the local bourse only and is rebalanced on a quarterly basis.
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