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Oyster Catcher FR Balanced Fund | South African–Multi Asset–High Equity
Reg Compliant
0.9998    -0.0001    (-0.010%)
NAV price (ZAR) Mon 12 Oct 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 30 Sep 2026
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 30 Sep 2026
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 30 Sep 2026
Fund Size (ZAR) 999 928
Latest Price 1.00
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The Oystercatcher FR Balanced Fund aims to outperform its peer group and a moderate to high long-term total return by investing in a diversified spread of investable asset classes. The portfolio is managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest bearing securities, bonds, debentures, corporate debt, equity securities, notes, property securities, preference shares, convertible equities and non-equity securities....Read more
Asset Classes and Holdings
Asset Classes
 n/a100.00%  
Top Holdings as at
Holdings data for this fund is not available.
Recently viewed
12 Oct1.00-0.00-0.01% 
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