Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Optimum BCI Stable A

Ranked 57 out of 138 in - Conservative ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Eugene Visagie

Objective

The Optimum BCI Stable Fund's strategy is to provide investors with a welldiversified multi-managed income portfolio that aims to produce a high level of income and with stable capital growth through diversification of asset managers and investment styles.

Performance

Conservative ZAR over : 31/07/2017 - 31/07/2018
  • Rank 57/138 Total Return
  • Rank 96/138 Standard Deviation
  • Rank 98/138 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% 4.1%
2017 9.4% 2.2% 1.3% 4.2% 1.4%
2016 3.0% 1.3% 0.8% 1.0% 0.0%
2015 9.9% 3.3% 1.6% 0.4% 4.2%
2014 2.1% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date01/04/2014
  • Share Class size456Mn
  • Base currencyZAR
  • ISIN ZAE000188264

Purchase Info

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

Charges

  • Annual management1.14%
  • 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).