Wealth Associates Moderate Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R554 R 36 6.4981%
Number of Accounts (Mar 2019)
21 2 9.5238%
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 1 R 2
    Local    R 1    R 2
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 553 R 516
Fund Investment Aims, Objective and/or Universe
The Wealth Associates BCI Moderate Fund of funds is a medium risk profile fund with the objective to provide investors with a moderate long term total return.

The fund is a medium risk profile and has investment exposure across multiple asset classes.On a look through basis, the fund’s equity exposure will ranging between 0% and 60% 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.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.
Read Wealth Associates Moderate Fund Of Funds Fact Sheet? Here are more of our unit trust fund fact sheets
Renaissance Global Best Ideas Feeder Fund
Amity Stable Select Fund
Satrix 40 ETF
Prudential Money Market Fund
Momentum Top 40 Index Fund
Old Mutual Albaraka Shariah Balanced Fund
Sygnia CPI + 4% Fund
Cannon Equity Fund
Element Islamic Balanced Fund
Community Growth Gilt Fund
SIM Top Choice Equity Fund
Stanlib Inflation + 5% Fund
Anchor Diversified Stable Fund
Foord Balanced Fund
Stanlib Multi Manager Global Equity Feeder Fund
Absa Money Market Fund
BCI Money Market Fund
Visio SA Equity Fund
RECM Balanced Fund
Nedgroup Investments Property Fund
ABOUT ©2012-2021 NGCSOFT DISCLAIMER