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  • 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 Defensive Fund of Funds B
  • The Hollard Prime Strategic Defensive 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 +2% p.a. over rolling 3 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 fixed-interest biased collection of assets to provide capital growth somewhat above inflation
    • Are sensitive to the fluctuations associated with high equity and listed property holdings
    • Typically have an investment horizon of more than three years
    • Wish to use the Fund as an investment vehicle, after a professional financial needs analysis and investment planning
    Overview:
     
    Benchmark ASISA Sector Risk Launch Date Income Distribution Regulation 28
    ASISA Sector Median SA Multi Asset - KiwEquity Moderately Conservative 23 January 2014     Bi-Annual (February & August)

    Yes

     
    Exposure Limits:
     
    In SA Ex SA In Africa Fixed Interest Property Equity
    ≥60% ≤30%   ≤10%   ≤25% including international property

    ≤40% including international equity

    Factsheets:
    Latest Factsheet

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

    Prices:
    Latest Price
    122.17

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    Date Range:
    Investor Report
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  • The Hollard Prime Yield-Plus Fund B