5 out of 140 (lump sum over 1 years to 31 Jan 2018)
311 out of 1176 (lump sum over 1 years to 31 Jan 2018)
R1000 invested on 31 Jan 2017 was worth R1 100.15 on 31 Jan 2018 (10.02% annual compound return)
R100 per month since 31 Jan 2017 was worth R1 293.53 on 31 Jan 2018 (13.79% 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
In selecting securities for this portfolio, the manager shall seek to secure consistent real capital growth for the investor and, where possible, positive returns regardless of stock market trends.
It is a specialist portfolio that may consist of financially sound equity securities, non-equity securities, property shares, property related securities and assets in liquid form and may make use of derivatives to reduce volatility and risk.
Fund Name Changed and Management Company switched
Wednesday, 06 December 2017
The JMBusha MET Real Return Portfolio will change it's name to JMBusha BCI Real Return ...more
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