Sasfin Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R352 R 36 10.227%
Number of Accounts (Mar 2019)
128 7 5.4687%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 56 R 55
    Local    R 56    R 55
    Foreign    R 0    R 0
Cash Instr. R 102 R 74
    Local    R 100    R 73
    Foreign    R 1    R 1
Property R 26 R 25
On FoF R 168 R 162
Fund Investment Aims, Objective and/or Universe
The Sasfin BCI Balanced Fund is a moderate risk profile managed fund.The primary investment objective of the fund is to provide investors with a moderate level of income and capital growth over the long term.

In order to achieve this objective the investments to be acquired for the fund will include listed property related securities, equity securities, preference shares, non- equity securities, fixed interest instruments (including, but not limited to, bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits and money market instruments) and assets in liquid form.The fund may from time to time invest in listed and unlisted financial instruments.The manager may also include unlisted forward currency, interest rate and exchange rate swap transactions for efficient fund management purposes.The fund’s net equity exposure shall range between 0% and 60% of the fund’s net asset value.
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