Fund Overview

Risk Profile

Objective

The REZCO Managed Plus Fund’s primary objective is to create long term wealth for investors, while at the same time reducing the amount of risk. This is to be achieved within the constraints governing retirement funds. The fund invests in a combination of shares, bonds and cash. The share weighting in the portfolio may not exceed 75% of the fund’s portfolio, while exposure to foreign assets (excluding Africa) is limited to 25%.

Investor Profile

• Looking to achieve steady long-term capital growth
• Who wish to invest in a unit trust that complies with retirement fund investment limits
• Who seek exposure to the earnings potential of equities but with reduced risk by way of the fund’s Regulation 28 Mandate

Offshore Exposure:

Inception Date:

Fund Code:

Fund Manager(s):