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Megafin SCI Growth Fund of Funds A1

Ranked 20 out of 133 in - Aggressive ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Victoria Reuvers

Objective

This is an assertive, actively managed fund which is diversified broadly across asset classes, and invests in a combination of equities, bonds, money market instruments, listed property as well as offshore equities. The portfolio will also be allowed to invest in listed and unlisted financial instruments (derivatives) as allowed by the Act from time to time. The fund will have a strong bias towards equities (maximum of 100%) and can invest in South African and/or foreign markets up to 100% either way. Investors in this fund have an investment horizon of 5 years or longer.

Performance

Aggressive ZAR over : 31/10/2016 - 31/10/2017
  • Rank 20/133 Total Return
  • Rank 44/133 Standard Deviation
  • Rank 8/133 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.8% 0.1% 6.0%
2016 -4.0% -1.6% -1.3% -0.3% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date16/11/2015
  • Share Class size123Mn
  • Base currencyZAR
  • ISIN ZAE000207031

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment200

Charges

  • Annual management1.14%

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