Autus Prime Balanced Fund
MANAGEMENT Fund Manager's Comment
Christo Malan, BCom (Hons) (Econ); MCom (Bus Man)
Christo has more than 29 years experience in the financial industry including positions at the Reserve Bank, The Development Bank of Southern Africa, The University of Stellenbosch and Sanlam Asset Management. Christo serves on the board of 4i Group and 4i Asset Management.
Nil Hougaard

The Fund may invest up to a maximum of 20% of the net asset value of the portfolio in participatory interests of portfolios of collective investment schemes which are not managed by the same investment manager as the portfolio. May invest in any other forms of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, and which are consistent with the portfolio's investment policy.

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SectorSouth African-Multi Asset-High Equity
Sector Rank: out of 0
(lump sum over years to 31 DEC 2018)
Overall Rank: out of 0
(lump sum over years to 31 DEC 2018)
R1000 invested on was worth R at
(% annual compound return)
R100 per month since was worth R at
(% annual return compounded monthly)
Formation Date:01 JAN 2006 Holdings:13
Original Price:100 Pricing:Forward
Top Holdings on 31 DEC 2018
Share (Sector)No.Value% of Fund
ANGLO (Mining)4,5501,466,329 0.58 %
BATS (Tobacco)3,5001,673,143 0.66 %
SHOPRIT (Food - Drug Retailers)9,2201,753,183 0.70 %
SANTAM (Nonlife Insurance)6,2801,861,643 0.74 %
U-AUTUSEQ (General Equity)35,736,93744,749,792 17.76 %
R2023 (Bond)8,997,7769,123,920 3.62 %
MEDICLINIC (Health Care Equipment - Services)15,000901,950 0.36 %
REMGRO (General Industrials)6,8101,326,179 0.53 %
CASH (Cash on call)01,530,755 0.61 %
U-4IOPPOR (Flexible)16,444,71144,828,281 17.79 %
U-4IMTPRO (Property)15,331,02914,240,993 5.65 %
U-AUGLEQU (International)36,771,70446,111,717 18.30 %
NASPERS-N (Software - Computer Services)4601,330,444 0.53 %
TOTAL R170,898,32967.83%

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