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Dotport BCI Cautious Fund of Funds A

Ranked 89 out of 130 in - Conservative ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Martin Struwig

Objective

The primary investment objective of the portfolio is to provide the investor with a high level of income and stable capital growth.

Performance

Conservative ZAR over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1%
2017 7.4% 1.8% 1.2% 2.5% 1.8%
2016 3.0% -0.7% 1.6% 2.0% 0.2%
2015 6.5% 3.3% 0.1% 0.7% 2.3%
2014 4.8% 1.7% 2.1% 0.0% 1.0%
2013 12.6% 3.0% 1.6% 4.5% 3.0%
2012 12.7% 2.3% 2.1% 3.9% 4.0%
2011 6.2% 1.8% 1.7% -1.0% 3.8%
2010 7.9% 3.0% -1.9% 4.6% 2.1%
2009 1.2% 5.2% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date02/02/2009
  • Share Class size71Mn
  • Base currencyZAR
  • ISIN ZAE000125639

Purchase Info

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

Charges

  • Annual management1.14%
  • Initial investment1.14

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