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AS BCI Forum Cautious Fund of Funds A

Ranked 32 out of 62 in - Conservative ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Tavonga Chivizhe

Objective

The portfolio is a cautious managed fund of funds. The primary investment objective of the portfolio is to provide the investor with a high level of income and stable capital growth, 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 a cautious risk profile.

Performance

Conservative ZAR over : 31/01/2017 - 31/01/2018
  • Rank 32/62 Total Return
  • Rank 47/62 Standard Deviation
  • Rank 43/62 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 8.3% 1.6% 1.2% 4.2% 1.2%
2016 0.7% 0.4% 0.7% 0.8% -1.2%
2015 8.1% 2.8% 1.1% 0.2% 3.8%
2014 6.5% 1.2% 3.3% 0.0% 1.9%
2013 17.1% 5.4% 1.7% 5.4% 3.7%
2012 17.3% 4.5% 2.0% 5.6% 4.3%
2011 5.6% 1.0% 1.3% -0.4% 3.7%
2010 7.7% 2.1% -3.0% 6.2% 2.4%
2009 12.1% 0.5% 2.6% 6.0% 2.6%
2008 -0.1% 0.6% 0.9% -2.5% 1.0%
2007 8.9% 4.2% 0.9% 2.2% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date01/11/2006
  • Share Class size96Mn
  • Base currencyZAR
  • ISIN ZAE000086872

Purchase Info

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

Charges

  • Annual management1.31%
  • Initial investment1.31

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