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Naviga BCI Secure Growth Fund of Funds A

Ranked 31 out of 61 in - Balanced ZAR over 12 months
All calculations are in ZAR unless stated

Objective

The objective of the Portfolio is to provide consistent performance with low volatility and to deliver positive nominal returns over a rolling 12-month period with a real return over a rolling 24-month period.

Performance

Balanced ZAR over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 8.8% 2.3% 1.3% 3.7% 1.3%
2016 2.6% 1.0% 0.9% 1.3% -0.6%
2015 5.3% 1.8% 0.6% 0.9% 2.0%
2014 7.7% 2.0% 2.4% 0.6% 2.5%
2013 13.6% 4.7% 1.4% 4.2% 2.7%
2012 10.6% 4.4% 0.3% 4.0% 1.6%
2011 6.9% 3.1% -0.2% 1.7% 2.2%
2010 3.4% 0.6% -2.9% 4.9% 0.9%
2009 9.9% -2.6% 4.0% 7.0% 1.4%
2008 4.8% 2.1% -1.1% 1.1% 2.6%
2007 8.2% 4.8% 1.1% 1.9% 0.2%
2006 16.7% 7.8% -2.7% 4.3% 6.7%
2005 17.4% 0.6% 3.9% 7.0% 5.0%
2004 2.5% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date16/06/2004
  • Share Class size280Mn
  • Base currencyZAR
  • ISIN ZAE000056388

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment250

Charges

  • Annual management1.43%
  • Initial investment1.43

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