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ABSA Multi Managed Wealth Creation FoF A

Ranked 66 out of 136 in - Aggressive ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Sheetal Rama

Objective

The portfolio aims to achieve a total return in excess of CPI +6% per annum over a rolling 60 month period and not to have a negative return over a rolling 24 month period, while at all times remaining within Prudential guidelines. The fund will actively allocate between asset classes to achieve the objective.

Performance

Aggressive ZAR over : 30/11/2016 - 30/11/2017
  • Rank 66/136 Total Return
  • Rank 50/136 Standard Deviation
  • Rank 42/136 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% -0.4% 6.0%
2016 6.4% 5.1% -0.4% 2.9% -1.2%
2015 4.0% 2.5% -1.3% -1.2% 4.0%
2014 9.6% 3.8% 3.4% 1.1% 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 2.7% 0.7% 0.1% -2.6% 4.6%
2010 13.1% 3.5% -3.7% 7.4% 5.6%
2009 9.4% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date08/02/2007
  • Share Class size32Mn
  • Base currencyZAR
  • ISIN ZAE000091377

Purchase Info

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

Charges

  • Annual management1.71%

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