Southern Charter Worldwide Flexible Fund Of Funds Fact Sheet

Fund Details
Fund Sector
Worldwide – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R57 R 57 100%
Number of Accounts (Mar 2019)
64 64 100%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 2 R 0
    Local    R 2    R 0
    Foreign    R 0    R -
Cash Instr. R 0 R -
    Local    R 0    R -
    Foreign    R 0    R -
Property R 0 R 0
On FoF R 54 R -
Fund Investment Aims, Objective and/or Universe
The Southern Charter BCI Worldwide Flexible Fund of Funds primary objective is to generate moderate to high long term total returns.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 manager shall have maximum flexibility in terms of asset allocation and shall not be precluded from continually varying the underlying exposure to both local and offshore assets such as equities, non-equity securities, bonds, preference shares, property, fixed interest, money market funds and assets in liquid form.This fund is NOT Regulation 28 compliant and therefore will reflect our best unconstrained asset allocation strategy.It is ideal for investors with discretionary funds and who are willing to have a high exposure to offshore assets.The Fund is actively managed and reflects our best unconstrained asset allocation strategy.
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