RECM Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R108 R 9 8.3333%
Number of Accounts (Mar 2019)
28 4 14.285%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 42 R 46
    Local    R 37    R 42
    Foreign    R 5    R 5
Cash Instr. R 12 R 4
    Local    R 7    R 1
    Foreign    R 5    R 4
Property R 0 R 0
On FoF R 54 R 48
Fund Investment Aims, Objective and/or Universe
The RECM Balanced Fund is a unit trust which offers investors medium to long term income and capital growth by actively investing in a mix of local and global equities, bonds, proeprty and cash.A maximum of 75% of the Fund’s assets may be invested in equities and a maximum of 30% globally.
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