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AS BCI Forum Aggressive Fund of Funds A

Ranked 108 out of 133 in - Aggressive ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Tavonga Chivizhe

Objective

The portfolio is an aggressive managed fund of funds. The primary investment objective of the portfolio is to provide the investor with high capital growth over the long term, and will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a retirement fund with an aggressive risk profile.

Performance

Aggressive ZAR over : 31/10/2016 - 31/10/2017
  • Rank 108/133 Total Return
  • Rank 92/133 Standard Deviation
  • Rank 98/133 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% -0.8% 5.4%
2016 -2.3% 0.4% -0.3% 0.5% -2.8%
2015 7.4% 5.2% -0.4% -2.2% 4.8%
2014 9.8% 2.2% 4.7% 0.0% 2.6%
2013 25.2% 7.2% 1.7% 9.2% 5.2%
2012 24.8% 6.9% 0.9% 8.2% 6.9%
2011 5.2% 1.9% 0.6% -3.4% 6.2%
2010 13.7% 4.4% -6.1% 10.2% 5.2%
2009 19.0% -3.4% 6.2% 10.3% 5.3%
2008 -16.5% 0.7% -1.3% -11.7% -4.9%
2007 19.2% 8.3% 2.4% 8.2% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date01/11/2006
  • Share Class size462Mn
  • Base currencyZAR
  • ISIN ZAE000086856

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment500

Charges

  • Annual management1.31%
  • Initial investment1.14999997615814

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