Southern Charter Defensive Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R161 R 2 1.2422%
Number of Accounts (Mar 2019)
41 1 2.439%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 8 R 8
    Local    R 8    R 8
    Foreign    R 0    R 0
Cash Instr. R 1 R 1
    Local    R 1    R 1
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 152 R 151
Fund Investment Aims, Objective and/or Universe
The Southern Charter BCI Defensive Fund of Funds is a cautious managed fund of funds.The primary investment objective of the fund is to provide the investor with a high level of income and stable capital growth.The Fund aims to provide investors with capital growth above inflation by investing in a combination of asset classes including local and international equities, fixed interest, property and cash.The Fund looks to provide capital stability and is ideal for investors with a shorter investment horizon, who seek capital growth and who are within 5 years of 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 0% to 40%, depending on economic conditions with neutral weighting of 20%.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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