Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Graviton SCI Balanced A1

Ranked 5 out of 34 in - Aggressive ZAR over 12 months
All calculations are in USD unless stated

Objective

This is an actively managed, balanced fund which invests in a combination of equity, cash, bonds, preference sharesand property, including offshore equity and fixed interest investments. Capital growth is of primary importance and results in a higher allocation to equities. Investors should b e prepared to tolerate capital fluctuations over the shorter term with a recommended investment horizon o f 5 years and longer. A lowerlevel of volatility isdisplayed when compared to a pure equity fund.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive ZAR over : 31/03/2017 - 31/03/2018
  • Rank 5/34 Total Return
  • Rank 24/34 Standard Deviation
  • Rank 9/34 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 23.5% 5.0% 1.8% 2.8% 12.3%
2016 14.0% 6.2% 1.2% 7.7% -1.5%
2015 -18.6% 0.3% -0.2% -12.3% -7.3%
2014 0.6% 2.1% 3.4% -5.3% 0.7%
2013 -2.0% -3.7% -6.0% 7.4% 0.8%
2012 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date02/07/2012
  • Share Class size1,650Mn
  • Base currencyZAR
  • ISIN ZAE000167110

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).