Fintax International Balanced Fund

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

Fintax International Balanced Fund

Fintax International Balanced Fund

	Momentum Global Investment Managers
		Fintax International Balanced Fund

Price

Ranking

Sector:	Global-Asset Allocation-Prudential
Size:	-

Sector Rank:	5 out of 40
(lump sum over 3 years to 28 Feb 2025)

Overall Rank:	195 out of 486
(lump sum over 3 years to 28 Feb 2025)

R20000 invested on 28 Feb 2022 was worth R27 510 at 28 Feb 2025
(11.21% annual compound return)

R5000 per month since 28 Feb 2022 was worth R221 197 at 28 Feb 2025
(13.03% 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 investment objective of the Fund is to achieve a balance of capital appreciation and capital preservation. The portfolio will retain a good level of diversification and will invest, directly or indirectly, into a wide range of asset classes that include cash, bonds, equities, commodiites and property. The Fund is suitable for investors with a medium risk tolerance and an investment horizon of between three and five years. The Fund intends to achieve its investment objective by investing globally and primarily via other collective investment schemes in a broad range of asset classes, to vary in proportions over time, that will include cash, bonds, equities, commodities and property. These asset classes will also provide exposure to major currencies and a broad range of market sectors, in varying proportions over time. The Fund may also invest in transferable securities. The Fund may use futures, options and swap contracts and enter into forward foreign exchange transactions and exchange-trades derivatives, for hedging purposes and efficient portfolio management.

Technical Overview
Benchmark:	65% MSCI All Country World Index NR USD + 35% Bloomberg Global Aggregate TR USD Hedged
Base currency:	USD	Formation date:	31 Oct 2007