Iza Global Equity Fund (GBP)

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Iza Global Equity Fund (GBP) - A

Iza Global Equity Fund (GBP) - A

	PIM Capital Management
		Iza Global Equity Fund (GBP) - A

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	145 out of 148
(lump sum over 3 years to 28 Feb 2025)

Overall Rank:	334 out of 486
(lump sum over 3 years to 28 Feb 2025)

R20000 invested on 28 Feb 2022 was worth R25 119 at 28 Feb 2025
(7.89% annual compound return)

R5000 per month since 28 Feb 2022 was worth R220 928 at 28 Feb 2025
(12.96% 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 portfolio aims to achieve returns in excess of UK CPI + 7% p.a. over rolling six year periods. Over any three year rolling period the portfolio should always deliver a positive return. Portfolio returns will be generated through interest income, dividend income and capital growth. The portfolio benchmark is the MSCI ACWI .The portfolio is a multi-manager portfolio ideally comprising at least two underlying funds and not more than six. Fund selection will be biased towards high Sortino ratios, low downside standard deviation and to managers and funds that have successfully navigated sustained negative market conditions. Where possible underlying funds will be given as many of the asset allocation decisions as possible. Underlying investments will be held in multiple first world currencies, however, all performance and risk statistics will be in GBP.

Technical Overview
Benchmark:	MSCI World GBP
Base currency:	GBP	Formation date:	02 Oct 2020
Domicile	Mauritius	Pricing system:	Forward