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Portfolio Fund Factsheet.pdf

PortfolioMetrix BCI Unconstrained Moderate Fund of Funds A PBUMFA.pdf
Preview of Portfolio Fund Factsheet
🔗 Source: bcis.co.za
📊 Size: 514 KB
📄 Pages: 3 pages
⬇️ Downloads: 67

Summary

The PortfolioMetrix BCI Unconstrained Moderate Fund of Funds (A) aims for moderate capital growth and reasonable income in the medium to long-term, with a net equity exposure of 0-70% and offshore exposure of 0-100%. The fund's cumulative return since inception (07 Dec 2020) is 55.99%, with an annualized return of 11.09%. The fund has a moderate risk profile, with a standard deviation of 7.71% and a maximum drawdown of -4.71%. The total expense ratio (TER) is 1.14%, and the total investment charge is 1.25%. The fund's top holdings include PortfolioMetrix BCI Global Equity FoF (31.2%), PortfolioMetrix BCI SA Bond Fund (30.1%), and PortfolioMetrix BCI SA Equity (26.0%).

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Description

The PortfolioMetrix BCI Unconstrained Moderate Fund of Funds (A) aims for moderate capital growth and reasonable income in the medium to long-term, with a net...

Technical Information

  • File Format: PDF
  • File Size: 514 KB
  • Pages: 3
  • Language: EN
  • Total Downloads: 67
  • Last Updated: 1 week ago

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