1 out of 129 (lump sum over 1 years to 31 Mar 2018)
Overall Rank:
63 out of 1143 (lump sum over 1 years to 31 Mar 2018)
R1000 invested on 31 Mar 2017 was worth R1 120.26 on 31 Mar 2018 (12.03% annual compound return)
R100 per month since 31 Mar 2017 was worth R1 276.41 on 31 Mar 2018 (11.35% 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.
Latest News
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
News Archive
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