The Worldwide Fund distributed 4 cpu in September. Attractive valuations and an strong rand afford a perfect opportunity for South African investors to buy into international companies best able to withstand the current global crisis. For this reason we hold 60% of the portfolio in international equities, real estate, bonds and cash. Of the 60% allocated internationally, 15% of the fund is now invested Real Estate; yields of over 4% within the Real Estate sector are very attractive relative to both bonds and cash. The fund continues to favour defensive international equities including Energy, Utilities, Tobacco and Telecoms. The same defensive positioning has been applied to the domestic equity exposure within the portfolio which currently stands at 32%. The Worldwide Fund is aptly positioned to take advantage of yields well in excess of inflation internationally.

The Worldwide Fund distributed 4 cpu in June. Attractive valuations and an strong rand afford a perfect opportunity for South African investors to buy into international companies best able to withstand the current global crisis. For this reason we hold 60% of the portfolio in international equities, real estate, bonds and cash. Of the 60% allocated internationally, 15% of the fund is now invested Real Estate; yields of over 4% within the Real Estate sector are very attractive relative to both bonds and cash.

The fund continues to favour defensive international equities including Energy, Utilities, Tobacco and Telecoms. The same defensive positioning has been applied to the domestic equity exposure within the portfolio which currently stands at 32%. The Worldwide Fund is aptly positioned to take advantage of yields well in excess of inflation internationally.

The Worldwide Fund distributed 4 cpu in March. Weak markets and an even stronger rand afford a perfect opportunity for South African investors to buy into international companies best able to withstand the current global crisis. For this reason we hold 60% of the portfolio in international equities, real estate, bonds and cash. Of the 60% allocated internationally, 15% of the fund is now invested in Real Estate; yields of over 4% within the Real Estate sector are very attractive relative to both bonds and cash. The fund continues to favour defensive international equities including Energy, Utilities, Tobacco and Telecoms. The same defensive positioning has been applied to the domestic equity exposure within the portfolio which currently stands at 27%. The Worldwide Fund is aptly positioned to take advantage of yields well in excess of inflation internationally.

The Worldwide Fund distributed 4 cpu in December. Weak markets and an even stronger rand afford a perfect opportunity for South African investors to buy into international companies best able to withstand the current global crisis. For this reason we hold 60% of the portfolio in international equities, real estate, bonds and cash. Of the 60% allocated internationally, 14% of the fund is now invested Real Estate; yields of over 4% within the Real Estate sector are very attractive relative to both bonds and cash. The fund continues to favour defensive international equities including Energy, Utilities, Tobacco and Telecoms. The same defensive positioning has been applied to the domestic equity exposure within the portfolio which currently stands at 26%. The Worldwide Fund is aptly positioned to take advantage of yields well in excess of inflation internationally.