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Sasfin BCI Prudential A1

Ranked 7 out of 34 in - Aggressive ZAR over 12 months
All calculations are in USD unless stated

Managed by

Philip Bradford

Objective

The investments to be acquired for the portfolio will include listed property related securities, equity securities, preference shares, non-equity securities, fixed interest instruments (including, but not limited to, bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits and money market instruments) and assets in liquid form. The portfolio may from time to time invest in listed and unlisted financial instruments. The manager may also include unlisted forward currency, interest rate and exchange rate swap transactions for efficient portfolio management purposes.

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

Performance

Aggressive ZAR over : 31/03/2017 - 31/03/2018
  • Rank 7/34 Total Return
  • Rank 23/34 Standard Deviation
  • Rank 18/34 Max Drawdown
Fund Name Currency Risk
21 SIM Balanced A USD

11.3

22 Bridge Diversified Preference Share USD

11.3

23 Sasfin BCI Prudential A1 USD

11.4

24 Graviton SCI Balanced A1 USD

11.4

25 Absa Managed A USD

11.5

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8%
2017 23.8% 4.9% 3.4% 2.0% 11.9%
2016 7.7% 4.8% 1.6% 5.1% -3.7%
2015 -15.6% 1.1% -1.0% -10.5% -5.8%
2014 0.0% -0.7% 3.7% -4.3% 1.5%
2013 -9.0% 4.7% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date09/01/2013
  • Share Class size1,659Mn
  • Base currencyZAR
  • ISIN ZAE000174967

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.03%
  • Initial investment0

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