Quattro Cautious Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R32 R 1 3.125%
Number of Accounts (Mar 2019)
4 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Cash Instr. R 2 R 0
    Local    R 2    R 0
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 29 R 31
Fund Investment Aims, Objective and/or Universe
The objective of this fund is to provide investors with income and conservative capital growth with a focus on capital preservation.The fund aims to generate a return of CPI + 3% p.a.over any rolling 3-year period.

The fund maintains a low risk profile and is limited to a maximum of 40% exposure to equities.The fund adheres to the guidelines set by Regulation 28.This is a multi-asset low equity fund which means that it may invest in a spectrum of equity, bond, property and money market and tends to display reduced short term volatility and aims for long term capital growth.The fund may have a maximum equity exposure of up to 40% and complies with the regulation governing retirement funds.This fund may, at the discretion of the fund manager, invest up to 30% of the assets outside of South Africa plus an additional 10% of the assets in Africa excluding South Africa.
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