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ABSA Multi Managed Wealth Preservation FoF A

Ranked 55 out of 62 in - Conservative 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 4% per annum on a rolling 36 month period over the medium to long term and not to have a negative period over a rolling twelve month period, whilst at all times remaining within the guidelines of prudential funds. 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

Conservative ZAR over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.1% 2.2% 0.5% 4.3% 1.9%
2016 4.8% 2.7% 0.8% 1.4% -0.1%
2015 4.7% 1.8% -0.9% 0.0% 3.9%
2014 9.3% 2.7% 2.9% 1.9% 1.5%
2013 12.4% 3.6% -0.6% 6.0% 3.0%
2012 11.6% 2.7% 0.3% 4.3% 3.9%
2011 3.3% 0.6% 0.6% -1.5% 3.6%
2010 10.7% 2.2% -2.1% 6.4% 4.0%
2009 10.4% -4.8% 5.2% 6.8% 3.2%
2008 -0.3% -0.3% -2.8% 1.5% 1.3%
2007 0.7% 2.0% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date08/02/2007
  • Share Class size74Mn
  • Base currencyZAR
  • ISIN ZAE000091351

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).