1st Fusion Guarded Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R64 R 3 4.687%
Number of Accounts (Mar 2019)
21 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 9 R 9
    Local    R 9    R 9
    Foreign    R 0    R 0
Cash Instr. R 0 R 3
    Local    R 0    R 3
    Foreign    R 0    R 0
Property R 4 R 4
On FoF R 50 R 51
Fund Investment Aims, Objective and/or Universe
The objective of this fund is to provide investors with fairly steady capital growth while maintaining a high level of income.

Capital preservation is a high priority.This fund maintains a low risk profile and is limited to a maximum equity exposure of 40% of the fund's net asset value.The Fund may from time to time invest in listed and unlisted derivatives, in order to achieve the Fund's investment objective.The fund adheres to the guidelines set by Regulation 28.
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