Rezco Managed Plus Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R513 R 4 0.7797%
Number of Accounts (Mar 2019)
59 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 224 R 237
    Local    R 219    R 211
    Foreign    R 6    R 26
Cash Instr. R 119 R 121
    Local    R 87    R 113
    Foreign    R 32    R 8
Property R 34 R 32
On FoF R 136 R 119
Fund Investment Aims, Objective and/or Universe
The Fund's primary objective is to create long-term wealth for investors, while at the same time to reduce the amount of risk.This is to be achieved within the constraints governing funds that can be included in retirement vehicles.

The equity weighting in the Fund may not exceed 75%, while exposure to foreign assets (excluding Africa) is limited to 30%.The Fund invests in a combination of investment securities, such as: shares, listed property, commodities, bonds and money market instruments.The Fund aims to achieve returns well in excess of inflation, measured over 3 - 5 year periods (CPI + 7%).The Manager does not make any guarantees concerning the capital or return of the Fund.
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