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Discovery Conservative Dynamic Asset Optimiser FoF Fact Sheet
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The Discovery Conservative Dynamic Asset Optimiser Fund of Funds aims to provide returns in excess of inflation plus 2%, comprising of both capital and income over the short to medium term.
The fund will invest within a conservative risk profile (in line with the South African Multi-Asset Low Equity sector) and aims to provide capital protection.The Fund utilises a diversified fund of Discovery Funds and a sophisticated asset allocation model, developed by RisCura, to optimise return at relevant risk levels on an ongoing basis.The model is designed to monitor and regularly rebalance the various asset class exposures according to a conservative risk profile to maximise returns.The fund will conform to legislation governing retirement funds (Regulation 28 of the Pension Funds Act) and is thus suitable as an investment vehicle for retirement funds. |
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| Fund Size (ZAR Mil) |
| R426 |
R- 331 |
-43.72% |
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| 04-AUG 2022 |
↑
↑ |
R1.18 |
1.55% |
| R0.01 |
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| Asset Allocation as of Dec 2021 (ZAR Mil) |
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| Sector |
Dec 2021 |
Move |
%Move |
| EQUITIES | R 0 | R 0 | 0% |
| Domestic | R 0 | R 0 | 0% |
| Foreign | R 0 | R 0 | 2% |
| Income Instr. | R 4 | R -3 | -42.85% |
| Domestic | R 4 | R -3 | -42.85% |
| Foreign | R 0 | R 0 | 0% |
| REAL ESTATE | R 0 | R 0 | 0% |
| FUND OF FUNDS | R 422 | R - 328 | -43.73% |
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