Stonewood Worldwide Flexible Fund Fact Sheet

Fund Details
Fund Sector
Worldwide – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R969 R 969 100%
Number of Accounts (Mar 2019)
24 24 100%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 568 R 0
    Local    R 568    R 0
    Foreign    R 0    R -
Cash Instr. R 103 R -
    Local    R 69    R -
    Foreign    R 34    R -
Property R 0 R 0
On FoF R 299 R -
Fund Investment Aims, Objective and/or Universe
The Stonewood BCI Worldwide Flexible Fund aims to provide long term investors with high long term total returns by actively managing the fund’s underlying holdings and asset allocation.

The strategic emphasis is to identify stocks which are trading away from long term intrinsic value.The fund’s investment universe may include global and local equity securities, government bonds, corporate bonds and inflation linked bonds, debentures, property securities, property related securities, interest bearing securities, preference shares, money market instruments and assets in liquid form.The fund’s equity exposure will typically constitute 70% or more of its asset value whilst never reducing below 40% of the total fund value.The fund may from time to time invest in listed and unlisted financial instruments.
Read Stonewood Worldwide Flexible Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Prudential Global Value Fund Of Funds
Warwick International Managed Feeder Fund
Stanlib Multi Manager Balanced Fund
Harvard House Equity Fund
Marriott Balanced Fund Of Fund
Stanlib Multi Manager Shariah Fund Of Funds
PSG Money Market Fund
Old Mutual Multi Managers Balanced Fund Of Funds
Momentum Equity Fund
Naviga Income Planner Fund Of Funds
Optimum Balanced Fund
Stylo Global Real Estate Fund Of Funds
PFPS Cautious Fund Of Funds
Novare Infrastructure Balanced Fund
PFPS Balanced Fund Of Funds
Truffle General Equity Fund
Florin Managed Fund
Stanlib Income Fund
BCI Stable Fund Of Funds.
Momentum Enhanced Stable Growth Fund Of Funds
ABOUT ©2012-2020 NGCSOFT DISCLAIMER