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.
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