Southern Charter Balanced Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R428 R 27 6.3084%
Number of Accounts (Mar 2019)
56 1 1.7857%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 24 R 23
    Local    R 24    R 23
    Foreign    R 0    R 0
Cash Instr. R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 404 R 378
Fund Investment Aims, Objective and/or Universe
The Southern Charter BCI Balanced Fund of Funds is a moderate managed fund of funds.The primary investment objective of the fund is to provide the investor with a moderate total return.The Fund aims to provide investors with capital growth above inflation over the longer term by investing in a combination of asset classes including local and international equities, fixed interest, property and cash.As the Fund has a medium allocation growth assets, it is ideal for investors with a medium investment horizon, who seek capital growth and who are at least 5 - 10 years from retirement.

The fund is Regulation 28 compliant.The Fund is actively managed with a value bias.By focusing on macro themes, the Fund looks to exploit valuation discrepancies in asset classes when they occur.The allocation to equities will range from 40% to 65%, depending on economic conditions with neutral weighting of 50 %.The balance is allocated to the other asset classes.The allocation to assets other than equities, aims to reduce the risk of capital loss in the fund.
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