Wealth Associates Balanced Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R494 R 35 7.085%
Number of Accounts (Mar 2019)
10 1 10%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Cash Instr. R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 494 R 458
Fund Investment Aims, Objective and/or Universe
The Wealth Associates BCI Balanced Fund of Funds is a medium to high risk profile fund with the objective to provide investors with a moderate to high long term total return.

The fund has a balanced investment exposure across multiple asset classes.On a look through basis, the fund’s equity exposure will ranging between 0% and 75% of the fund’s asset value.Investments to be included in the fund will, apart from assets in liquid form, consists of participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the fund’s primary objective.The underlying funds may invest in, amongst others equity securities, property securities, non-equity securities, money market instruments, preference shares, bonds, other interest bearing instruments and financial instruments.
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