Truffle Flexible Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R3 977 R 243 6.1101%
Number of Accounts (Mar 2019)
304 6 1.9736%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 2 129 R 1 937
    Local    R 1 817    R 1 713
    Foreign    R 312    R 223
Cash Instr. R 1 364 R 1 229
    Local    R 1 037    R 999
    Foreign    R 328    R 230
Property R 198 R 204
On FoF R 285 R 364
Fund Investment Aims, Objective and/or Universe
The primary objective of the fund is to maximise returns over the longer term, at the risk of greater short term volatility of capital values.The investment manager has substantial flexibility to vary the asset allocation across the various asset classes in such a manner as deemed appropriate.

The fund will actively invest across the full spectrum of asset classes such as bonds, property shares, equities, financial instruments, participatory interests in trust schemes, cash and money market instruments.The manager may from time to time invest in participatory interests in funds of collective investment schemes registered in the Republic of South Africa.The fund will also be allowed to invest in listed and unlisted financial instruments (derivatives) as allowed by the Act from time to time.The manager may also include forward currency interest rate and exchange rate swap transactions, for efficient fund management purposes.The Manager shall be permitted to invest, at its discretion, on behalf of the fund in offshore investments as legislation permits.
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