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GTC Global Balanced High Equity Fund (USD) - A
GTC Global Balanced High Equity Fund (USD) - A
PIM Capital Management
GTC Global Balanced High Equity Fund (USD) - A
Price
 
Ranking
Sector: Global-Equity-General
Size: -
 
Sector Rank: 138 out of 148
(lump sum over 3 years to 28 Feb 2025)
 
Overall Rank: 299 out of 486
(lump sum over 3 years to 28 Feb 2025)
 
R20000 invested on 28 Feb 2022 was worth R25 823 at 28 Feb 2025
(8.89% annual compound return)
 
R5000 per month since 28 Feb 2022 was worth R210 878 at 28 Feb 2025
(10.07% 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 USD denominated international balanced high equity fund comprises of diversified asset
classes and investment strategies with a capital growth focus.The fund aims to outperform a
composite benchmark over a rolling 5 year period.
 
Technical Overview
Benchmark: 60% MSCI World Index[$], 12.5% FTSE World Government Bond Index [$], 15% Libor 3months[$] and 12.5% MSCI EM Index [$]
Base currency: USD Pricing system: Forward
Formation date: 01 May 2017
 

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