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Skyblue BCI Kimberlite Cautious Fund of Funds A

Ranked 105 out of 130 in - Conservative ZAR over 12 months
All calculations are in ZAR unless stated

Objective

The provision of a high level of capital stability over the medium term, whilst at the same time aiming for real returns and income generation.

Performance

Conservative ZAR over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4%
2017 4.9% 1.9% -1.1% 3.4% 0.6%
2016 6.8% 0.9% 2.6% 1.6% 1.7%
2015 5.1% 2.1% 0.1% 0.0% 2.8%
2014 5.9% 1.7% 3.0% -0.6% 1.8%
2013 14.9% 6.3% 1.8% 3.4% 2.7%
2012 13.4% 1.9% 2.2% 4.4% 4.3%
2011 7.8% 0.3% 1.8% 1.8% 3.7%
2010 8.2% 3.6% -1.5% 3.8% 2.2%
2009 10.1% 2.1% 1.5% 3.5% 2.7%
2008 5.1% 2.8% -0.5% 2.2% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date01/10/2007
  • Share Class size120Mn
  • Base currencyZAR
  • ISIN ZAE000103321

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment200

Charges

  • Annual management1.14%
  • Initial investment1

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