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Autus BCI Opportunity A

Ranked 115 out of 136 in - Aggressive ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Christo Malan

Objective

The fund will appeal to investors with an understanding of the financial markets. The portfolio is appropriate for investors with an aggressive investment strategy and a bias for balanced portfolios. A high exposure to equities will be maintained. The portfolio is not regulation 28 compliant. The benchmark is CPIX + 6%.

Performance

Aggressive ZAR over : 31/07/2017 - 31/07/2018
  • Rank 115/136 Total Return
  • Rank 111/136 Standard Deviation
  • Rank 121/136 Max Drawdown
Fund Name Currency Return
113 CS BCI Aggressive Prudential Fund of Funds A ZAR

1.6%

114 Foord International Feeder R

Currency exposure is hedged

Currency exposure is hedged

ZAR

1.6%

115 Autus BCI Opportunity A ZAR

1.4%

116 Bridge Balanced A ZAR

1.3%

117 VPFP CPI Plus 6% Fund of Funds A ZAR

1.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8% 3.2%
2017 10.8% 0.9% 0.6% 7.0% 2.0%
2016 -9.8% -1.8% -2.6% -1.6% -4.2%
2015 15.2% 11.8% 1.0% -2.8% 4.9%
2014 20.2% 1.3% 5.8% 1.1% 11.0%
2013 33.5% 6.6% 6.9% 9.5% 6.9%
2012 28.4% 7.7% 1.2% 9.1% 8.0%
2011 2.9% 0.0% 0.2% -3.4% 6.3%
2010 18.1% 4.0% -7.4% 12.8% 8.7%
2009 27.0% -3.8% 10.4% 11.1% 7.6%
2008 -12.6% -4.2% 1.9% -8.5% -2.1%
2007 5.0% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date02/04/2007
  • Share Class size170Mn
  • Base currencyZAR
  • ISIN ZAE000093860

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.43%
  • Initial investment0.00%

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