• The Hollard Prime Dynamic Income Fund B
  • The Hollard Prime Equity Fund B
  • The Hollard Prime Money Market Fund B
  • The Hollard Prime Property Fund B
  • The Hollard Prime Strategic Assertive Fund of Funds B
  • The Hollard Prime Strategic Balanced Fund of Funds B

    • The Hollard Prime Strategic Balanced Fund of Funds B

    About the fund:

    The primary investment objective of the fund is to assist investors to reach a return after fees of CPI +4% p.a. over rolling 5 year periods, through a spectrum of investments in the equity, bond, money or property markets and participatory interests in related collective investment schemes.
     

    This fund is suitable for investors who:
    • Seek exposure to a balanced collection of assets to provide medium-term capital growth above inflation
    • Are comfortable with limited equity-related price fluctuation, i.e. short- to medium term volatility
    • Typically have an investment horizon of more than five years
    • Wish to use the Fund as an investment vehicle, after a professional financial needs analysis and investment planning exercise
       
    Overview:
     
    Benchmark ASISA Sector Risk Launch Date Income Distribution Regulation 28
    ASISA Sector Median SA Multi Asset - Medium Equity Moderate 23 January 2014     Bi-Annual (February & August)

    Yes
     
    Exposure Limits:
     
    In SA Ex SA In Africa Fixed Interest Property Equity
    ≥55% ≤45%   ≤10%   ≤25% including international property

    ≤60% including international equity

     

    Factsheets:
    Latest Factsheet

    To download a .csv file of historic factsheet select options below:

    Prices:
    Latest Price
    158.59

    To download a .csv file of historic prices select date ranges below:

    Date Range:
    Investor Report
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  • The Hollard Prime Strategic Defensive Fund of Funds B
  • The Hollard Prime Yield-Plus Fund B
  • The Hollard Focused Global Equity Fund C