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.
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