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Optimum BCI Stable A

Ranked 13 out of 62 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 : 31/01/2017 - 31/01/2018
  • Rank 13/62 Total Return
  • Rank 34/62 Standard Deviation
  • Rank 32/62 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.4% 2.2% 1.3% 4.2% 1.4%
2016 0.3% 0.5% -0.1% 0.0% 0.0%
2015 7.5% 2.7% 1.6% -0.4% 3.4%
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 size361Mn
  • 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).