Satrix Balanced Index Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R4 127 R 553 13.399%
Number of Accounts (Mar 2019)
1 538 41 2.6657%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 1 886 R 1 660
    Local    R 1 886    R 1 660
    Foreign    R 0    R 0
Cash Instr. R 293 R 263
    Local    R 292    R 244
    Foreign    R 1    R 18
Property R 130 R 113
On FoF R 1 818 R 1 538
Fund Investment Aims, Objective and/or Universe
The Satrix Balanced Index Fund is Regulation 28 compliant and offers diversified exposure to all the key local and international asset classes.The Fund tracks a composite index benchmark, with a long term strategic asset allocation, rebalanced on a bi-annual basis in March and September.
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