AS Forum BCI Aggressive Fund of Funds
MANAGEMENT Fund Manager's Comment
Tavonga Chivizhe, B.Bus.Science(Hons)-Actuarial
Tavonga Chivizhe has an Honours degree in Actuarial Science from the University of Cape Town. He has 8 years experience in financial markets. Tavonga is currently the Chief Investment Officer at Boutique Investment Partners and co-portfolio manager for Rebalance Fund Managers. Tavonga is responsible for investment strategy and direction.
Investment Committee of A S Sure Investment Services

The portfolio is an aggressive managed fund of funds. The investment objective is to provide the investor with a high level of capital growth over the long term. The portfolio is suitable for the investor looking for aggressive capital accumulation. The maximum equity exposure within the portfolio will be limited to 75%. Investments will be made across a spread of asset classes and (apart from assets in liquid form) invest in equity securities, property securities and non-equity securities. The fund may make use of both domestic and global managers. The asset allocation is compliant with Regulation 28 of the Pension Funds Act.

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SectorSouth African-Multi Asset-High Equity
Sector Rank: 128 out of 148
(lump sum over 3 years to 31 July 2019)
Overall Rank: 841 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1052 at 31 July 2019
( 1.71% annual compound return)
R100 per month since 31 July 2016 was worth R 3718 at 31 July 2019
( 2.09% annual return compounded monthly)
Formation Date:01 NOV 2006 Holdings:9
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
U-NEDBOND (Gilt)25,262,07738,517,088 9.03 %
U-CORSTRI (Income)1,832,96929,087,750 6.82 %
USA C (For Currency)013,112 0.00 %
U-PSGGROW (General Equity)5,477,13857,792,574 13.56 %
CASH (Cash on call)03,098,228 0.73 %
U-METHEPR (Flexible)28,226,20730,230,268 7.09 %
U-INVGLFA (International)3,278,01731,237,206 7.33 %
TOTAL R189,976,22644.56%

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