AS Forum BCI Cautious 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 a cautious managed fund of funds. The investment objective is to provide the investor with a high level of income coupled with stable capital growth over the short term. The portfolio is suitable for the investor looking for protection against inflation balanced with the need for a regular income stream. A limited level of capital protection is afforded to the investor whereby equity exposure is limited to a maximum of 40% within the portfolio. 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-Low Equity
Sector Rank: 94 out of 123
(lump sum over 3 years to 31 July 2019)
Overall Rank: 583 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1122 at 31 July 2019
( 3.90% annual compound return)
R100 per month since 31 July 2016 was worth R 3831 at 31 July 2019
( 4.00% 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)3,981,0906,069,967 9.22 %
U-INDIVIN (Income)9,713,92211,669,334 17.73 %
U-PSGGROW (General Equity)520,7435,494,677 8.35 %
CASH (Cash on call)0620,071 0.94 %
U-METHEPR (Flexible)4,360,3694,669,955 7.09 %
U-NEDCOG (International)632,9127,393,106 11.23 %
TOTAL R35,917,11054.56%

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