Wealthworks Global Flexible Fund (USD)

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Wealthworks Global Flexible Fund (USD) - A

Wealthworks Global Flexible Fund (USD) - A

	PIM Capital Management
		Wealthworks Global Flexible Fund (USD) - A

Price

Ranking

Sector:	Global-Asset Allocation-Prudential
Size:	-

Sector Rank:	7 out of 40
(lump sum over 3 years to 28 Feb 2025)

Overall Rank:	242 out of 486
(lump sum over 3 years to 28 Feb 2025)

R20000 invested on 28 Feb 2022 was worth R26 817 at 28 Feb 2025
(10.27% annual compound return)

R5000 per month since 28 Feb 2022 was worth R212 376 at 28 Feb 2025
(10.51% 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
To achieve the investment objective , the fund invests in a well-diversified portfolio consisting of listed equities, bonds, properties, and cash across geographical regions and uses a core-satellite portfolio construction approach in order to establish an optimal risk controlled solution while aiming at outperformance in the medium to longer term. The fund has a capital preservation focus, with a flexible asset allocation strategy that seeks to minimise the risk of drawdown. The Fund is aimed at investors with a long-term (5 years or more) investment time horizon. This Fund is best suited for investors who can accept some volatile capital movements within a year but seek returns in excess of U.S long term inflation plus 3% (in $ terms) over a rolling 3 years period.

Technical Overview
Benchmark:	US CPI+3% over rolling 3 year period
Base currency:	USD	Formation date:	12 Mar 2020
Domicile	Mauritius	Management fee (p.a.):	1.15%