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Iza Global Balanced Fund GBP Class A PIM Capital Management Iza Global Balanced Fund GBP Class A Price   Ranking Sector: Global-Asset Allocation-Flexible Size: -   Sector Rank: 27 out of 105 (lump sum over 3 years to 28 Feb 2026)   Overall Rank: 219 out of 520 (lump sum over 3 years to 28 Feb 2026)   R20000 invested on 28 Feb 2023 was worth R25 754 at 28 Feb 2026 (8.79% annual compound return)   R5000 per month since 28 Feb 2023 was worth R197 364 at 28 Feb 2026 (5.90% annual return compounded monthly)   Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.   Focus and Objective The fund will achieve its objectives by investing in multiple asset classes, geographics and currencies, both directly via listed instruments or indirectly through participatory interest in collective investment schemes. To reduce volatility of returns, the fund will have exposure to various investment styles, including, but not limited to value, quality and growth investing.   Technical Overview Benchmark: GIFS GBP Flexible Allocation Administration Fee Maximum 0-20% per annuma Formation date: 25 Apr 2018 Base currency: GBP Minimum lump sum: £4 000 Domicile Mauritius Minimum monthly: £750

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