34 out of 180 (lump sum over 1 years to 28 Feb 2018)
289 out of 1179 (lump sum over 1 years to 28 Feb 2018)
R1000 invested on 28 Feb 2017 was worth R1 093.97 on 28 Feb 2018 (9.40% annual compound return)
R100 per month since 28 Feb 2017 was worth R1 228.49 on 28 Feb 2018 (4.33% annual return compounded monthly)
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
Focus and Objective
This is a multi-managed flexible asset allocation fund aimed at long term capital growth, with a bias towards absolute returns and capital preservation. The flexible mandate is employed to allow the portfolio to be biased towards absolute returns and capital preservation in the shorter term. Over longer periods the fund attempts to produce significant inflation-beating returns. This is achieved through stock selection and an asset allocation strategy capable of achieving the performance target. The fund conforms to the legislation governing retirement funds.
Old Mutual MM Balanced FoF - May 17
Friday, 14 July 2017
The local equity market was essentially flat in May, ending the 12 months at only 3.0% up. ...more
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