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Absa Multi Managed Growth FoF A

Ranked 118 out of 136 in - Aggressive ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Sheetal Rama

Objective

The objective is to provide the investor with a total return above the CPI index of 6% per annum on a rolling 60 month period over the medium to long term and not to have negative period over a rolling twenty four month period, at medium to high risk to investors. The fund will actively allocate between asset classes to achieve the objective. Securities to be included in the fund will consist solely of participatory interests of CISs and assets in liquid form. The fund is managed according to the guidelines as set out in Regulation 28 of the Pension Funds Act.

Performance

Aggressive ZAR over : 31/07/2017 - 31/07/2018
  • Rank 118/136 Total Return
  • Rank 67/136 Standard Deviation
  • Rank 111/136 Max Drawdown
Fund Name Currency Return
116 Bridge Balanced A ZAR

1.3%

117 VPFP CPI Plus 6% Fund of Funds A ZAR

1.2%

118 Absa Multi Managed Growth FoF A ZAR

1.0%

119 EFPC BCI Balanced A ZAR

0.9%

120 Evolve BCI Managed A ZAR

0.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.6% 3.2%
2017 10.3% 3.2% -0.4% 6.0% 1.2%
2016 6.5% 5.2% -0.4% 2.9% -1.2%
2015 4.5% 3.0% -1.3% -1.2% 4.0%
2014 8.9% 3.8% 3.4% 0.5% 1.1%
2013 15.9% 4.2% -1.1% 8.4% 3.7%
2012 13.6% 3.9% -0.7% 4.8% 5.0%
2011 3.6% 0.7% 0.1% -1.8% 4.6%
2010 13.9% 4.2% -3.7% 7.4% 5.6%
2009 15.3% -4.4% 5.9% 9.4% 4.0%
2008 -8.3% -1.3% -3.5% -1.8% -2.0%
2007 0.6% 1.7% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date08/02/2007
  • Share Class size31Mn
  • Base currencyZAR
  • ISIN ZAE000091377

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment200

Charges

  • Annual management1.71%
  • Initial investment1.71%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).