CABB2 – CAM Balanced B2 Investment Strategy | Morningstar

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Strategy

The Citadel Balanced H4 Fund is a portfolio with moderate risk qualities and the primary objective is to deliver capital growth over the medium to long term and ensure an optimum mix of security, return and growth. The portfolio invests in a combination of equities, government and corporate bonds, money market instruments, listed real estate as well as international equities and interest bearing instruments. The portfolio is broadly diversified across asset classes. Active asset allocation and securities selection strategies are followed. The portfolio is managed in accordance with prudential guidelines governing pension funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CMBA	CAM Balanced Fund B1	—	Open		—	Apr 1, 2011	ZAR 1.18B	—	—	ZAR 0	−ZAR 388.34M
CABB2	CAM Balanced Fund B2	—	Open		—	Jul 1, 2011	ZAR 601.66M	—	—	ZAR 0	−ZAR 116.63M
CHFB3	CAM Balanced Fund B3	—	Open		—	Aug 1, 2017	ZAR 2,087.00	—	—	ZAR 0	ZAR 14.79

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