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Autus BCI Opportunity A

Ranked 10 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 : 30/11/2016 - 30/11/2017
  • Rank 10/136 Total Return
  • Rank 110/136 Standard Deviation
  • Rank 101/136 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.9% 0.6% 7.0%
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 size204Mn
  • Base currencyZAR
  • ISIN ZAE000093860

Purchase Info

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

Charges

  • Annual management1.43%
  • Initial investment0

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