AS Forum BCI Moderate 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
FUND OBJECTIVES AND FOCUS

The portfolio is a moderate managed fund of funds. The investment objective is to provide the investor with a moderate level of capital growth over the medium to long term. The portfolio is suitable for the investor looking for protection against inflation coupled with capital accumulation and a reduced need for income. The maximum equity exposure within the portfolio will be limited to 60%. 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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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-Medium Equity
SizeR493,441,920
Sector Rank: 67 out of 74
(lump sum over 3 years to 31 July 2019)
Overall Rank: 795 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1069 at 31 July 2019
( 2.25% annual compound return)
R100 per month since 31 July 2016 was worth R 3752 at 31 July 2019
( 2.66% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:02 NOV 2006 Holdings:11
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
U-NEDBOND (Gilt)29,171,75144,478,169 9.01 %
U-CORSTRI (Income)3,701,86558,745,643 11.91 %
USA C (For Currency)011,032 0.00 %
U-PSGGROW (General Equity)5,373,09556,694,750 11.49 %
CASH (Cash on call)04,411,598 0.89 %
U-METHEPR (Flexible)34,064,24636,482,808 7.39 %
U-NEDCOG (International)3,444,09840,230,853 8.15 %
TOTAL R241,054,85348.84%

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