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1st Fusion

 

Fund details

1st Fusion Ci Guarded Fund

The objective of the  portfolio is to deliver steady capital growth and a high level of income. Capital preservation is a high priority.

The portfolio maintains a low risk profile and the portfolio’s equity exposure will be limited to a maximum of 40% of the portfolio’s net asset value.  Investments to be included in the portfolio will, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities as well as any other securities which are subject to prevailing regulations.

The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.

The portfolio may also include participatory interest in portfolios of collective investment schemes or other similar collective investment schemes registered in South Africa or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee.

The Manager will be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.

1st Fusion Ci Temperate Fund

This portfolio seeks  capital growth and moderate level of income.  The emphasis is on growth through maximum diversification, rather than short term capital preservationThe portfolio maintains a moderate risk profile and the portfolio’s equity exposure will typically be between 20% and 40% of the portfolio’s net asset value.  The property exposure will be between 10% and 25%, while the cash exposure will be between 0% and 75%.  All other non-equity exposure will be between 0% and 80% of the portfolio’s net asset value.

The portfolio will, apart from liquid assets and approved securities, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities

The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.

The portfolio may also include participatory interest in portfolios of collective investment schemes or other similar collective investment schemes registered in South Africa or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee.

The Manager will be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.

1st Fusion Ci Diversified Growth Fund

The portfolio maintains a high risk profile and the portfolio’s equity exposure will be limited to a maximum of 60% of the portfolio’s net asset value. The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.

The portfolio may, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities as well as any other securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.

The Manager will be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.

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