11 out of 57 (lump sum over 1 years to 28 Feb 2018)
236 out of 1179 (lump sum over 1 years to 28 Feb 2018)
R1000 invested on 28 Feb 2017 was worth R1 102.68 on 28 Feb 2018 (10.27% annual compound return)
R100 per month since 28 Feb 2017 was worth R1 188.54 on 28 Feb 2018 (-1.77% 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
The PortfolioMetrix BCI Global Equity Fund of Funds is a rand denominated offshore equity portfolio. The portfolio's objective is to secure high long-term capital growth. Investments to be included in the portfolio will, apart from assets in liquid form, consist solely of participatory interests and other forms of participation of global collective investment schemes, or other similar schemes operated in territories with a regulatory
environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa.
Thursday, 14 January 2016
The portfolio objective is to secure high long-term capital growth. ...more
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