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Optimum BCI Stable A

Ranked 46 out of 130 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 : 30/04/2017 - 30/04/2018
  • Rank 46/130 Total Return
  • Rank 99/130 Standard Deviation
  • Rank 93/130 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9%
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 size397Mn
  • Base currencyZAR
  • ISIN ZAE000188264

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).