Tresor Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R230 R 6 2.6086%
Number of Accounts (Mar 2019)
26 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 47 R 44
    Local    R 47    R 44
    Foreign    R 0    R 0
Cash Instr. R 11 R 8
    Local    R 11    R 8
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 173 R 172
Fund Investment Aims, Objective and/or Universe
The fund's primary objective is to deliver capital growth over the long term at volatility levels that reflect a moderate aggressive risk profile with low level of income considerations.

A large portion of the fund's assets will be invested in collective investments with proven track records of delivering superior long term capital growth.Costs will be reduced by also investing directly in equities, fixed interest instruments (including but not limited to, bonds, cash deposits, and money market instruments), preference shares, listed property shares, and any other listed instruments consistent with the fund's objective.The fund will typically invest a substantial portion of its assets abroad to diversify its exposure but also to benefit from attractive international opportunities.The investment manager will also be allowed to invest in listed and unlisted financial instruments (derivatives) as allowed by the Act from time to time in order to achieve its investment objective.
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