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Fund Asset Allocations (R m)
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| Equities | R | R |
| Local | R | R |
| Foreign | R 0 | R 0 |
| Cash Instr. | R Tot alC api tal ota | R Tot alC api tal ota |
| Local | R | R |
| Foreign | R 0 | R 0 |
| Property | R 0 | R 0 |
| On FoF | R | R |
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Fund Investment Aims, Objective and/or Universe
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The Warwick BCI Balanced Fund is a managed fund aiming to achieve long-term capital growth and moderate income generation by investing across a variety of asset classes and instruments
The fund’s equity exposure will be actively managed and will range between 0% and 75% of the fund’ net asset value.In order to achieve its objective, the investments normally to be included in the fund may comprise a combination of assets in liquid form, money market instruments, interest bearing securities, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities and nonequity securities.The fund may from time to time invest in listed and unlisted financial instruments such as forward currency, interest rate and exchange rate swap transactions . |
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