WellsFaber Balanced RECM Fund of Funds

SOUTH AFRICAN - MULTI ASSET - HIGH EQUITY

Investor Profile
A rand-denominated worldwide balanced fund that has exposure to equities, bonds, property and cash, both locally and globally. The Fund will have a maximum effective equity exposure (including international equity) of up to 75%; a maximum effective property exposure (including international property) of up to 25% and a maximum offshore exposure of up to 25%. The fund complies with Regulation 28 of the South African Pension Funds Act.

Investment Objective
The Fund has a specific focus on maximising long-term capital growth in excess of 4% above inflation after fees, through exposure to the major asset classes.

Launch Date: 29 Sep 2017
Reg 28: Yes
Benchmark: Average Return of the Funds in the Asisa Multi Asset High Equity Category
Initial Fee (excl VAT): n/a
Annual Fee (excl VAT): 0.5%* (Excl. Vat)
* 0.3% Annual Investment Manager Fee
0.2% Annual Administration Fee
Performance Fee: n/a

LATEST UNIT PRICES(*CENTS PER UNIT)
WellsFaber Balanced RECM Fund of Funds, A (ZAR)* - 1000.00

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 Application Forms


Please contact Wellsfaber directly to obtain copies of all applicable forms.
For more details on Wellsfaber, please visit their website www.wellsfaber.com .