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Sasfin BCI Optimal Income A

Ranked 60 out of 130 in - Conservative ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Philip Bradford

Objective

The portfolio will predominantly invest in a diversified range of local and global dividend yielding equity securities and non-equity securities, including redeemable preference shares, liquid instruments and other interest bearing securities and instruments. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes, registered in South Africa.

Performance

Conservative ZAR over : 30/04/2017 - 30/04/2018
  • Rank 60/130 Total Return
  • Rank 11/130 Standard Deviation
  • Rank 26/130 Max Drawdown
Fund Name Currency Loss
26 Sasfin BCI Optimal Income A ZAR

0.0%

27 Old Mutual Real Income A ZAR

0.0%

28 Seed Income A1 ZAR

0.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.4%
2017 6.7% 1.4% 2.4% 1.9% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date22/12/2016
  • Share Class size736Mn
  • Base currencyZAR
  • ISIN ZAE000223038

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.71%
  • Initial investment0

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